Financial Consultant - Pension & Investment Advisor

Jobtailor; Phoenix (AZ); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking a financial services professional to provide in person and virtual counseling for participants, beneficiaries, and financial representatives, while educating and recommending product purchases.

The role requires FINRA Series 7 and 63 licenses, and Life and Health Insurance licenses with multiple issuers within 120 days; strong relationship management and customer service skills are essential for successful client education and investment guidance.

Qualifications

• Minimum 3+ years of experience; 5+ years preferred.
• Strong FINRA registrations: Series 7 and Series 63.
• Life and Health Insurance License (resident state) – multiple issuers within 120 days.

Responsibilities

• Provide in person and virtual counseling for participants, beneficiaries, and financial representatives.
• Counsel on pension plans, tax deferred annuities and other investment options.
• Educate and recommend product purchases.
• Deliver exceptional customer service and process transaction requests.

Skills

customer service

relationship management

educational skills

Tools

pension plans

tax deferred annuities

investment options

financial strategies

Job description

Jobtailor is seeking a financial services professional to provide in person and virtual counseling for participants, beneficiaries, and financial representatives, while educating and recommending product purchases.

The role requires FINRA Series 7 and 63 licenses, and Life and Health Insurance licenses with multiple issuers within 120 days; strong relationship management and customer service skills are essential for successful client education and investment guidance.