Financial Benefits Consultant (FINRA Licensed)

Job Summary

A company is looking for a Financial Benefits Consultant to engage in financial wellness conversations and support executive participants.

Key Responsibilities

• Build and maintain relationships with high-income participants and coordinate meetings with planners
• Assist in creating comprehensive financial plans and address participant inquiries regarding executive benefits
• Implement and review investment strategies while staying informed about market trends and regulatory changes

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Minimum of 3 years of experience in financial planning or wealth management
• FINRA Series 7 and NASAA Series 63 registrations required
• FINRA fingerprinting required; life insurance licensing preferred
• Knowledge of financial wellness and investment management strategies