Financial Consultant

Job Overview

**Investment/Individual Financial Consultant (Entry level: 1-3 years experience): Starting $75K

Virtual Financial Consultant (Mid to Senior: 3 years experience): Starting $85K

**Active Series 6 OR 7 license, along with Series 63 OR 66 license required.

**1 years of experience in financial services, banking, wealth management, investment services, or a related client-facing environment.

We are seeking a motivated and client-focused Investment (Entry level: 1-3 years experience) OR Virtual (Mid to Senior: 3 years experience) Financial Consultant to join a nationally recognized financial services organization dedicated to helping retirement plan participants achieve long-term financial confidence. In this role, you will serve as a trusted resource, providing personalized retirement planning guidance, investment education, and financial solutions through virtual consultations. Working in a collaborative hybrid environment, you will partner with experienced advisors and internal specialists to deliver exceptional client experiences while building the foundation for a successful career in wealth management. This is an excellent opportunity for professionals who are passionate about financial planning, investment consulting, and helping clients make informed decisions about their retirement futures. Variable compensation included. Potential sign on bonus offered.

Responsibilities

• Conduct virtual consultations with retirement plan participants to discuss financial goals, retirement readiness, and long-term investment objectives.
• Educate clients on retirement plan features, investment products, account options, and available financial solutions to support informed decision-making.
• Identify financial planning opportunities and provide personalized recommendations based on each client's needs, risk tolerance, and retirement objectives.
• Assist participants with account servicing, investment transactions, rollovers, and implementation of recommended solutions.
• Build meaningful client relationships by establishing trust, delivering exceptional service, and increasing participant engagement through ongoing financial guidance.
• Collaborate with senior financial advisors and internal partners to provide comprehensive support and ensure a seamless client experience.
• Maintain compliance with FINRA regulations, company policies, and industry standards while accurately documenting client interactions.
• Continuously expand knowledge of retirement planning strategies, investment products, financial markets, and regulatory requirements through ongoing training and professional development.

Skills

• Active Series 6 or 7 license along with Series 63 or 66 license required.
• 1–6 years of experience in financial services, banking, wealth management, investment services, or a related client-facing environment.
• Strong communication and relationship-building skills with the ability to establish trust through virtual consultations.
• Knowledge of retirement planning concepts, including 401(k), 403(b), pension, and IRA accounts.
• Understanding of investment products, retirement income strategies, and financial planning principles.
• Experience supporting clients with retirement accounts, investment products, or advisory services is preferred.
• Life and Health Insurance License is a plus.
• Interest in pursuing advanced financial planning credentials such as the CFP® designation is highly desirable.
• Ability to analyze client financial needs, recommend appropriate solutions, and deliver an exceptional client experience while maintaining regulatory compliance.
• Strong organizational, problem-solving, and multitasking skills with a commitment to continuous learning and professional growth.

Join us as an Investment OR Virtual Financial Consultant and build a rewarding career helping clients navigate retirement planning with confidence while gaining the training, mentorship, and advancement opportunities needed to grow into a senior financial advisory role.