FINRA Licensed Planning Consultant
Company: VirtualVocations
Location: San Francisco
Posted on: February 1, 2025
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Job Description:
A company is looking for a Planning Consultant to engage
customers in personalized consultations and enhance their financial
experiences.
Key Responsibilities
Develop relationships with clients through proactive outreach and
helpful experiences
Interact with customers to deepen relationships and encourage
engagement with advisors and planners
Manage outbound tasks and handle inbound calls to assist clients
with financial planning options
Required Qualifications
Bachelor's degree or equivalent combination of education and
professional work
FINRA S 7 & 63 registrations required within corporate-established
timelines
FINRA fingerprinting required
Demonstrated success in performance roles or similar experience
Previous experience in inbound and outbound phone roles
Keywords: VirtualVocations, Santa Rosa , FINRA Licensed Planning Consultant, Professions , San Francisco, California
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