Financial Consultant I - Licensed

Job Summary

A company is looking for a Financial Consultant I to join their Retirement and Income Solutions team.

Key Responsibilities

• Provide benefit event education to customers and assist with retention of assets
• Educate and assist customers with their investment and risk-based needs
• Identify current or potential retail customer needs and perform related duties

Required Qualifications

• Bachelor's degree or equivalent with 2+ years of experience in financial services
• SIE, Series 6 or 7, and Series 63 & 65 or Series 66 licenses required
• Approval as a registered representative in all 50 States and Washington DC
• Knowledge of retail investment products and employer-sponsored retirement plans
• Ability to work independently and demonstrate confidence in decision-making