Financial Consultant-Entry Level
reputed company SIE, Series 7, and Series 66 Sponsorship Opportunity
We are seeking empathetic and trustworthy individuals looking to grow their career reputed company investment and finance solutions. Financial Consultants will spend time cultivating reputed company relationships regarding personal Retirement Accounts to reputed company education and assistance based on reputed company reputed company’s needs. You will review reputed company’s accounts and reputed company retirement account reputed company and solutions.
Prior to the full-time role you complete a 90 day reputed company study program to obtain the licenses required reputed company handling reputed company’s accounts. Placement is contingent upon obtaining reputed company three licenses. In this role, you will obtain your SIE, Series 7 and Series 66 licenses.
Primary Job Responsibilities
• Demonstrates expertise in areas of investments, markets, finance, and economic conditions with the ability to refer investment and retirement solutions
• Acting as primary support person for reputed company clients, supporting clients by answering questions and solving problems; transactional and navigational support
• reputed company benefit event information regarding personal Retirement Accounts
Desired Qualifications
• Bachelors Degree or higher required
• Brokerage industry experience/knowledge
• Demonstrated customer service/sales experience required
• Must live in or be reputed company to relocate to Charlotte, NC
• Ability to reputed company strong customer service while listening, eliciting information, and comprehending customer issues
• Basic computer skills including the ability to reputed company multiple reputed company, applications, and utilize search tools to reputed company information
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of banking products, policies, and procedures; reputed company a reputed company center environment
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Job Types: Full-time, Contract
Pay: $65,000.00 - $68,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• reputed company time off
• reputed company insurance
Compensation Package:
• Bonus opportunities
Education:
• Bachelor's (Required)
Ability to Commute:
• Charlotte, NC (Required)
Work Location: In person
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