Financial Consultant I
Company: VirtualVocations
Location: Long Beach
Posted on: November 8, 2024
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Job Description:
A company is looking for a Financial Consultant I to join their
Retirement and Income Solutions team.
Key Responsibilities
Provide benefit event education to former participants and assist
with retention of assets
Educate and assist customers with their investment and risk-based
needs
Uncover current or potential retail customer needs and perform
related duties as assigned
Required Qualifications, Training, and Education
Bachelor's degree or equivalent plus 2+ years of experience in the
financial services industry
Licensing: SIE, Series 6 or 7, and Series 63 & 65 or Series 66
Ability to 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
Keywords: VirtualVocations, Cathedral City , Financial Consultant I, Accounting, Auditing , Long Beach, California
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