Financial Service Consultant - Finra Licensed

Empowercommunitycare

Inbound and outbound calls
Retirement planning needs
Ira and investment products
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own

Job Summary

  • Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
  • The Financial Service Consultant - FINRA Licensed, internally known as Workplace Planning Consultant, delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers.
  • Empower offers highly competitive benefits and total compensation packages.

Matching Summary

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.

Skills & Requirements

Must-have

  • Inbound and outbound calls
  • Retirement planning needs
  • IRA and investment products
  • Qualified plan environment
  • Customer service and support
  • Asset growth and retention goals

Nice-to-have

  • Flexible work environment
  • Internal mobility encouraged
  • Purpose, well-being, work-life balance
  • Welcoming and inclusive environment
  • Fast-paced environment
  • Consulting skills
  • Self-starter
  • Competitive personality
  • Upbeat and ambitious

Key Requirements

  • FINRA Series 7 and 66 (or 63 and 65)
  • FINRA fingerprinting required
  • Bachelor's degree or equivalent experience
  • Demonstrated success in performance/goal-oriented roles
  • Good working knowledge of Windows, Microsoft Office Software
  • Ability to work overnight hours

Work Rights

Not specified

Tailored Resume

Cover Letter