Workplace Financial Consultant, Senior Specialist: Concierge
Core
Deliver personalized, point-in-time financial planning and investment guidance to help participants make confident financial decisions and navigate retirement needs.
Role type
Senior Specialist Financial Advisor (Concierge)
Builds
Personalized financial advice and investment recommendations for workplace retirement plan participants.
Domain
Financial Services / Retirement Planning
Required skills
CFP designation, FINRA Series 7 and Series 63 licenses, financial planning, retirement planning, investment guidance, consultative conversations, relationship building
Preferred skills
Defined contribution retirement plans experience, participant-facing guidance, trusted relationship building
Responsibilities
Deliver personalized financial planning and investment guidance via virtual consultations, evaluate participant goals and retirement needs, conduct discovery conversations, serve as a resource on workplace retirement plans, collaborate across teams, participate in business initiatives
Seniority
Senior, hands-on IC