Remote Financial Consultant in Dublin

Job ID: Available for Members

Location: California

Compensation: To Be Discussed

Staff Reviewed: Fri, May 08, 2020

This job expires in 6 days

Job Category: Consulting, Financial

Telecommute Level: Occasionally

Travel Requirements: Some Travel

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Additional Information: Benefits Available

Job Summary

A financial services company is in need of a Remote Financial Consultant in Dublin.

Core Responsibilities of this position include:

  • Educating customers on the technology and channels available to them
  • Mentoring and supporting your customers as they look to reach their retirement goals
  • Making an impact in the lives of your clients

Must meet the following requirements for consideration:

  • Engage face-to-face with your customers
  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • Experience with High Net Worth clients