Retirement Solutions Advisor

Associate Staffing LLC; Charlotte (NC); On-site; USD 45,000 - 70,000; Full time

Job summary

Fortune 500 financial services corporation seeks empathetic Financial Counselor candidates to grow a career in investment and finance solutions. The role involves educating clients about personal Retirement Accounts and advising on account options, following a 90-day paid study program to obtain SIE, Series 7 and Series 66 licenses.

Placement is contingent on licenses; candidates will serve as primary support for clients, review accounts, and provide solutions while delivering strong customer

Qualifications

• Bachelor's degree or higher required.
• Brokerage industry knowledge/experience preferred.
• Strong customer service with active listening and issue resolution.
• Solid computer navigation across multiple windows and apps.

Responsibilities

• Develop and maintain client relationships regarding personal retirement accounts.
• Provide education and guidance on retirement account options and solutions.

Skills

Customer service

Communication skills

Problem solving

Active listening

Basic computer skills

Education

Bachelor's degree or higher

Job description

Fortune 500 financial services corporation seeks empathetic Financial Counselor candidates to grow a career in investment and finance solutions. The role involves educating clients about personal Retirement Accounts and advising on account options, following a 90-day paid study program to obtain SIE, Series 7 and Series 66 licenses.

Placement is contingent on licenses; candidates will serve as primary support for clients, review accounts, and provide solutions while delivering strong customer