Series 65 Licensed Financial Consultant

Job Summary

A company is looking for a Financial Consultant - Client Growth & Retention.

Key Responsibilities

• Engages clients through marketing campaigns and outreach programs to enhance client retention and attract new assets
• Conducts exploratory dialogues to identify client needs and presents financial solutions to support their objectives
• Educates clients on financial, investment, debt management, and retirement planning strategies

Required Qualifications

• Bachelor's degree required and/or equivalent professional work experience
• Possess the Series 65 or Series 66 securities license
• Previous experience in a consultative sales role, preferably in an outbound call center
• Outstanding customer service experience
• Results-oriented with a passion for advising clients on their financial goals