State Licensed Financial Advocate

A company is looking for a Financial Advocate to provide personalized support to participants on their financial journeys. Key Responsibilities Respond to participant inquiries and assist with enrollment in financial wellness program tools Provide personalized financial advice and guidance on budgeting, retirement planning, and investment allocation Collaborate with various departments to fulfill client requests and enhance participant engagement Required Qualifications FINRA licenses (Series 65 or 63/6) are highly encouraged; must obtain within six months if not currently held BA/BS degree from an accredited university preferred 1-3 years of experience in customer service, operations support, or administrative support role Previous experience in finance or investment markets preferred Bilingual in Spanish preferred but not required

May 15, 2025 - 00:26

A company is looking for a Financial Advocate to provide personalized support to participants on their financial journeys. Key Responsibilities Respond to participant inquiries and assist with enrollment in financial wellness program tools Provide personalized financial advice and guidance on budgeting, retirement planning, and investment allocation Collaborate with various departments to fulfill client requests and enhance participant engagement Required Qualifications FINRA licenses (Series 65 or 63/6) are highly encouraged; must obtain within six months if not currently held BA/BS degree from an accredited university preferred 1-3 years of experience in customer service, operations support, or administrative support role Previous experience in finance or investment markets preferred Bilingual in Spanish preferred but not required