Job Title : Financial Consultant
Location : Remote
Prioritized Must Have Skills for the Financial Consultant:
#1. Must have Series 6 63 & 65 or Series 7 & 66 required or willing to pursue upon hire.
#2. Must have at least 5 years experience as a Financial Sales consultant.
#3. Must be able to build a book of business
#4. No more than 3 jobs in the past 10 years.
Responsibilities of the Financial Consultant:
Collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals endowments & foundations businesses and qualified plans). Current investment services include: retirement planning/cash-flow modeling estate plan reviews and recommendations tax planning and insurance advice.
Requirements of the Financial Consultant:
Other Key Requirements:
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