FINRA Licensed Planning Consultant
Location: Remote
Compensation: Salary
Staff Reviewed: Fri, Jan 31, 2025
This job expires in: 23 days
Job Summary
A company is looking for a Planning Consultant to engage customers in personalized consultations and enhance their financial experiences.
Key Responsibilities
- Develop relationships with clients through proactive outreach and helpful experiences
- Interact with customers to deepen relationships and encourage engagement with advisors and planners
- Manage outbound tasks and handle inbound calls to assist clients with financial planning options
Required Qualifications
- Bachelor's degree or equivalent combination of education and professional work
- FINRA S 7 & 63 registrations required within corporate-established timelines
- FINRA fingerprinting required
- Demonstrated success in performance roles or similar experience
- Previous experience in inbound and outbound phone roles
COMPLETE JOB DESCRIPTION
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