FINRA Licensed Retirement Consultant

Job Summary

Supporting Personal Financial Representatives (PFRs) remotely, the full-time FINRA Licensed Retirement Consultant will provide expert guidance on retirement planning, enhance sales effectiveness through strategic coaching, and facilitate communication within the team.

Key responsibilities

• Provide comprehensive support to PFRs regarding business procedures, product expertise, and sales strategies
• Initiate outbound communications and conduct regular check-ins with PFRs and sales leaders to promote education on sales tools
• Assist PFRs with mutual funds presentations and respond to inquiries across various financial services topics

Required qualifications

• FINRA Series 7 and 63 required; Series 24 and 51 preferred
• College degree preferred
• 2-4 years of financial services and previous sales experience
• Knowledge of investment products such as mutual funds and variable annuities preferred
• Ability to adapt quickly to new technologies for virtual training and relationships