Financial Consultant I – Principal Connection
Core
Provide expert investment advisory services via call center to retail clients and retirement plan participants, helping them navigate investments and build financial security.
Role type
Financial Consultant I (Investment Advisor)
Builds
Personalized investment solutions and retirement planning guidance for retail accounts and employer-sponsored plans.
Domain
Financial Services / Retail Investments / Retirement Planning
Deliverable
client delivery
Required skills
Investment advisory, risk assessment, financial planning, consultative selling, compliance adherence, active listening, time management
Preferred skills
Experience in financial services, ability to obtain registered representative approval, passion for client relationships
Technologies
Computer desktop technology, digital communication mediums
Responsibilities
Provide benefit event education, facilitate transactions, conduct consultative conversations to assess goals and risk tolerance, simplify complex financial concepts, maintain accurate documentation, manage client pipelines
Seniority
Entry-level to Mid-level (2+ years experience required)