Telecommute Advisory Consultant

Job Summary

A financial services provider is seeking a Telecommute Advisory Consultant.

Core Responsibilities Include:

• Providing a range of episodic advice to participants regarding a full, holistic financial plan.
• Engaging clients face-to-face via video chat, balancing inbound and outbound responsibilities per a book of business
• Driving asset growth, retention, retail product adoption, and lifetime income solutions.

Qualifications Include:

• University Bachelor’s Degree preferred
• 3+ Years Required; 5+ Years preferred
• FINRA Registrations: Series 7; Series 63; Series 65; Series 66
• 3+ years of experience in financial services is preferred
• Prior advisor/consultant experience is ideal
• Knowledge of institutional retirement plans is beneficial