FINRA Licensed Workplace Planning Consultant

Job Summary

As a full-time remote FINRA Licensed Workplace Planning Consultant, the successful candidate will provide over-the-phone guidance to customers regarding their retirement savings options, including 401K and IRA products, while fostering strong relationships to support their financial goals.

Key responsibilities

• Provide guidance to customers at key life moments regarding employer-sponsored retirement accounts
• Discuss available account options to align with customers' retirement savings goals
• Educate customers on their retirement plans and compare options to best support their savings objectives

Required qualifications

• Bachelor's degree or equivalent combination of education and professional experience
• Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
• Current FINRA licenses or ability to obtain FINRA 7, 63 & 65 (or 66) registrations within corporate timelines
• Demonstrated relationship management and customer service skills
• Motivated self-starter with the ability to learn new information quickly and independently