Financial Consultant - Remote

Overview

The Financial Consultant delivers personalized consultations to help customers with their retirement planning needs, utilizing a solid understanding of IRA and investment products.

In Short

• Provide personalized consultations for retirement planning.
• Utilize knowledge of IRA and investment products.
• Engage in both inbound and outbound calls.
• Assist customers in achieving their retirement goals.
• Manage service requests and resolve issues.
• Promote internal mobility and career growth.
• Offer competitive benefits and incentive compensation.
• Maintain a flexible work environment.
• Contribute to a welcoming and inclusive workplace.
• Required to work remotely with reliable internet.

Requirements

• Bachelor's degree or equivalent experience.
• Success in performance-oriented roles.
• Current FINRA licenses or ability to obtain them.
• Strong organizational and multitasking skills.
• Good understanding of retirement investment products.
• Effective written and verbal communication skills.
• Proficiency in Microsoft Office and SalesForce.
• Ability to handle stressful situations.
• Solid consulting skills.
• Ability to learn quickly and independently.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions.
• Tuition reimbursement up to $5,250/year.
• Generous paid time off and holidays.
• Paid volunteer time.
• Leave of absence programs.
• Business-casual environment.
• Opportunities for career advancement.
• Diversity and inclusion initiatives.
• Flexible work arrangements.