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FINRA Licensed Financial Consultant
FINRA Licensed Financial ConsultantVirtualVocations • San Antonio, Texas, United States
FINRA Licensed Financial Consultant

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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