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

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