FINRA Licensed Financial Counselor

Job Summary

A company is looking for a Financial Counselor I to join their team remotely.

Key Responsibilities:

• Provide benefit education and support to current and former retirement plan participants
• Guide clients through transactions and refer to specialized teams when appropriate
• Identify client needs and offer tailored financial solutions

Qualifications:

• Bachelor's degree or equivalent + 2 years' financial services experience
• Required FINRA Licensing (must have one of the following): SIE, Series 6, 63, and 65; SIE, Series 7, 63, and 65; or SIE, Series 7 and 66
• Proficient in digital tools and investment products
• Ability to work independently and in a team-driven culture