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 former participants and assist with retention of assets
• Educate and assist customers with their individual investment and risk-based needs
• Uncover current or potential retail customer needs and perform other related duties

Required Qualifications

• Bachelor's degree or equivalent plus 2+ years' experience in the financial services industry
• SIE, Series 7, and either Series 66 or both Series 63 and 65 required at consideration
• Approval as a registered representative by all 50 States and Washington DC
• Detailed knowledge of retail investment products and employer-sponsored retirement plans
• Ability to work independently and demonstrate confidence in decisions