FINRA Licensed Financial ConsultantVirtualVocations • San Antonio, Texas, United States
FINRA Licensed Financial Consultant
VirtualVocations • San Antonio, Texas, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Financial Benefits Consultant to assist clients with financial wellness and investment strategies.
Key Responsibilities
Build and maintain relationships with participants, coordinating meetings with planners
Assist in creating comprehensive financial plans and respond to participant inquiries
Implement and review investment strategies while staying informed about market trends
Required Qualifications
Bachelor's degree in Finance, Economics, Business Administration, or related field
Minimum of 3 years of experience in financial planning or wealth management
Registrations / Licensing : FINRA Series 7, NASAA Series 63 and Series 65 required
FINRA fingerprinting required
Knowledge of financial wellness and investment management strategies
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