Financial Planning Consultant
Occupations:
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsFinancial Specialists, All OtherFinancial Risk SpecialistsIndustries:
Office Administrative ServicesOther Financial Investment ActivitiesManagement, Scientific, and Technical Consulting ServicesManagement of Companies and EnterprisesOther Support ServicesJob Description:The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports clients Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement. RESPONSIBILITIESProvide virtual retirement planning and financial guidance to participants via Zoom and phoneConduct approximately 30 client meetings per week supporting retirement readiness, rollovers, and income planningDeliver high-quality client experiences aligned with client’s values, culture, and service standardsSupport participants in understanding retirement goals and pathways to successful retirement outcomesMaintain accurate documentation and complete administrative responsibilities related to client engagementCollaborate with regional teams supporting participants across assigned geographic territories MUST HAVES:3-5+ Years of CLIENT FACING Financial Services experience (in an advising/ financial planning/ portfolio management role)Series 7 LicenseSeries 63 License OR Series 66PLUSES: Life and Health Insurance License (Resident State)Experience in retirement planning