FINRA Licensed Benefits Consultant
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Job Summary
Supporting a practice group focused on executive benefits, the full-time remote FINRA Licensed Benefits Consultant will manage client relationships, coordinate with Executive and Benefits Planners, and provide exceptional account servicing and transaction support.
Key responsibilities
- Build and maintain strong relationships with executive participants through effective communication and proactive outreach
- Coordinate meetings and identify financial planning opportunities to enhance participant engagement
- Handle account servicing requests and educate participants on executive plan benefits while ensuring a seamless participant experience
Required qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Minimum of 3 years of experience in financial planning or wealth management
- FINRA Series 7 and NASAA Series 63 registrations
- Knowledge of financial wellness and investment management strategies
- Experience interacting directly with high-net-worth or executive clients
Complete Job Description
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