Series 6/7 Licensed Retirement Counselor
Job Summary
Providing foundational experience in client engagement and financial planning support, the full-time remote Series 6/7 Licensed Retirement Counselor will educate customers on retirement product solutions and assist with inquiries regarding account rollovers and retirement options.
Key responsibilities
- Provide general product information and guidance to customers via phone and email
- Meet production goals for client appointments and account openings as outlined in the training program
- Document activities in Salesforce and engage in skill-building activities to progress toward fully licensed advisor roles
Required qualifications
- Bachelor's degree in a business-related field or equivalent experience
- One year of experience in the financial services industry
- FINRA Series 6 or 7 license
- Basic knowledge of financial products
- Proficiency using MS Office
Complete Job Description
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