Series 6/7 Licensed Retirement Counselor
virtual vocationsDenver, CO
Series 6/7 Licensed Retirement Counselor
L5
virtual vocationsDenver, COtoday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdvicePension FundsMiscellaneous Financial Investment ActivitiesProviding foundational experience in client engagement and financial planning support, the full-time remote Series 6/7 Licensed Retirement Counselor will educate customers on retirement product solutions and assist with inquiries regarding account rollovers and retirement options.
Key responsibilities:
Provide general product information and guidance to customers via phone and email
Meet production goals for client appointments and account openings as outlined in the training program
Document activities in Salesforce and engage in skill-building activities to progress toward fully licensed advisor roles
Required qualifications:
Bachelor's degree in a business-related field or equivalent experience
One year of experience in the financial services industry
FINRA Series 6 or 7 license
Basic knowledge of financial products
Proficiency using MS Office
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Level
SeniorL5
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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