State Licensed Financial Consultant

A company is looking for a Financial Consultant I to join their Retirement and Income Solutions team. Key Responsibilities Provide benefit event education and assist customers with their investment and risk-based needs Facilitate transactions and introduce customers to other teams as appropriate Uncover current or potential retail customer needs and perform other related duties Required Qualifications Bachelor's degree or equivalent plus 2+ years of experience in the financial services industry SIE, Series 6 or 7 and Series 63 & 65 or Series 66 licensing required Must be approved as a registered representative by all 50 States and Washington DC Detailed knowledge of retail investment products and employer-sponsored retirement plans Ability to work independently and demonstrate confidence in decision-making

May 15, 2025 - 00:16

A company is looking for a Financial Consultant I to join their Retirement and Income Solutions team. Key Responsibilities Provide benefit event education and assist customers with their investment and risk-based needs Facilitate transactions and introduce customers to other teams as appropriate Uncover current or potential retail customer needs and perform other related duties Required Qualifications Bachelor's degree or equivalent plus 2+ years of experience in the financial services industry SIE, Series 6 or 7 and Series 63 & 65 or Series 66 licensing required Must be approved as a registered representative by all 50 States and Washington DC Detailed knowledge of retail investment products and employer-sponsored retirement plans Ability to work independently and demonstrate confidence in decision-making