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FINRA Licensed Financial Coach
A company is looking for a Financial Coach to assist clients with their investment and financial wellness needs. Key Responsibilities Provide education, advice, and wellness conversations to assist clients in selecting financial planning and investment options Manage inbound queues and appointments, ensuring timely service while also making outbound calls as necessary Identify opportunities to enhance client assets and execute retirement planning discussions Required Qualifications Consultative skills to understand client needs and present tailored solutions Previous experience in inbound and outbound phone roles FINRA 7 and 66 (or 63 and 65) registrations required Bachelor's degree or an equivalent combination of education and professional experience Demonstrated success in performance-driven roles
A company is looking for a Financial Coach to assist clients with their investment and financial wellness needs.
Key Responsibilities
Provide education, advice, and wellness conversations to assist clients in selecting financial planning and investment options
Manage inbound queues and appointments, ensuring timely service while also making outbound calls as necessary
Identify opportunities to enhance client assets and execute retirement planning discussions
Required Qualifications
Consultative skills to understand client needs and present tailored solutions
Previous experience in inbound and outbound phone roles
FINRA 7 and 66 (or 63 and 65) registrations required
Bachelor's degree or an equivalent combination of education and professional experience
Demonstrated success in performance-driven roles