FINRA Licensed Financial Consultant

Job Summary

A company is looking for a Financial Benefits Consultant to assist clients with financial wellness and investment strategies.

Key Responsibilities

• Build and maintain relationships with participants, coordinating meetings with planners
• Assist in creating comprehensive financial plans and respond to participant inquiries
• Implement and review investment strategies while staying informed about market trends

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Minimum of 3 years of experience in financial planning or wealth management
• Registrations/Licensing: FINRA Series 7, NASAA Series 63 and Series 65 required
• FINRA fingerprinting required
• Knowledge of financial wellness and investment management strategies