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Series Licensed Financial Consultant
Job in
Irving, Dallas County, Texas, 75084, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A company is looking for a Financial Consultant - Client Growth & Retention.
Key Responsibilities Engages clients through marketing campaigns and outreach programs to enhance client retention and attract new assets Conducts exploratory dialogues to identify client needs and presents financial solutions to support their objectives Educates clients on financial, investment, debt management, and retirement planning strategies
Required Qualifications Bachelor's degree required and/or equivalent professional work experience Possess the Series 65 or Series 66 securities license Previous experience in a consultative sales role, preferably in an outbound call center Outstanding customer service experience Results-oriented with a passion for advising clients on their financial goals
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