Michigan Licensed Financial Consultant

Job Summary

Providing personalized financial guidance to mass affluent clients, the full-time Virtual Financial Consultant will operate remotely to develop comprehensive financial plans, manage client relationships, and ensure compliance with regulatory standards.

Key responsibilities:

• Engage with clients through virtual channels to assess financial needs and deliver tailored financial solutions
• Develop and present comprehensive financial plans, recommending suitable investment products and strategies
• Maintain accurate records of client interactions and adhere to compliance and quality assurance standards

Required qualifications:

• Undergraduate Degree in Finance, Business, Economics, or a related field, or 5+ years of relevant experience
• Minimum of 2+ years of experience in financial services or investment advisory roles
• Active FINRA Series 7 and Series 66 (or Series 63 + Series 65) licenses required at time of hire
• Active Life & Health Insurance license required, or ability to obtain within 90 days of hire
• Strong proficiency with virtual engagement tools and digital financial planning software