Financial Consultant ll
$72,700–$95,500 year
On-siteSalt Lake City, Utah, United States
Job Summary
Counsel participants on pension plans, tax-deferred annuities, and investment options to help clients retain and increase assets. Educate, recommend, and facilitate new product purchases including mutual funds, annuities, IRAs, 529s, and 403(b)s while executing transaction requests and communicating with cross-business partnerships. Develop and maintain strong relationships with Institutional Plan Sponsors and provide financial advice based on tax and investment strategies aligned with client objectives. Obtain required FINRA registrations and life/health insurance licenses within 120 days of start date.
Required Qualifications
- 3+ Years Work Experience
- FINRA Registrations SRC Indicator: Series 7
- FINRA Registrations SRC Indicator: Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
- University (Degree)
- Accountability
- Business Acumen
- Business Development
- Client Relationship Management
- Commercial Mindset
- Communication
- Financial Markets Impact
- Inspires Others
- Negotiation
- Problem Solving
- Relationship Management
- Retirement Planning Selling
Desired Qualifications
- University (Degree)
- 5+ Years Work Experience
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