Advice Consultant

Job is Expired

Location: Remote

Compensation: To Be Discussed

Staff Reviewed: Thu, May 09, 2024

Job Category: Management

Weekly Hours: Full Time

Career Level: Entry Level, Experienced

Education Level: Bachelors, Masters

Job Summary

A company is looking for an Advice Services Consultant.

Key Responsibilities:

Provide advice and support to financial advisors on planning strategies and product integration
Support Distribution stakeholders in advancing planning and strategies in the field
Offer subject matter expertise on financial planning concepts and tools to internal and external stakeholders

Required Qualifications:

Bachelor's degree in business, Economics, or similar field
10+ years of Financial Services experience
5+ years of operational experience in a matrixed, cross-functional environment
Deep subject matter expertise in financial planning and the advisory working model
FINRA Series 7, 63/65 or 66 required or obtained within 90 days of hire

COMPLETE JOB DESCRIPTION

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Job is Expired

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