State Licensed Workplace Planning Consultant

A company is looking for a Workplace Planning Consultant to engage with participants in employer-sponsored plans and provide personalized financial advice. Key Responsibilities Conduct one-on-one conversations with plan participants regarding retirement readiness and financial wellness Provide advice on contribution strategies, investment allocations, and distribution options Manage participant interactions and maintain detailed records in CRM tools Required Qualifications Bachelor's degree or equivalent experience preferred FINRA Series 7 and 66 (or 63 and 65) required within established timelines 1+ years of experience in financial services, customer service, or call center environments FINRA fingerprinting required