virtual vocationsNew York, NY
Registered Financial Consultant
Registered Financial Consultant
Registered Financial Consultant
virtual vocationsNew York, NY
3 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role (opens in a new tab)Providing expert investment advisory services through a remote call center, the full-time Registered Financial Consultant will educate clients on their financial needs, facilitate transactions, and conduct consultative conversations to recommend tailored solutions.
Key responsibilities:
Provide benefit event education to clients, helping them understand their investment and risk-based needs
Facilitate transactions and coordinate introductions to specialized teams to support customer goals
Conduct consultative conversations to assess financial objectives and recommend tailored investment solutionsRequired qualificationsBachelor's degree or equivalent plus 2+ years of experience in the financial services industry
Ability to obtain approval as a registered representative across all 50 states and Washington, D.C
Detailed knowledge of retail investment products and employer-sponsored retirement plans
Proficiency with computer desktop technology and digital communication mediums
Ability to work independently and demonstrate confidence in decision-making
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago