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
Complete Job Description
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