Registered Financial Consultant

Virtual Vocations Inc

Providing expert investment advisory services through a remote call center, the full-time Registered Financial Consultant will educate clients on their financial needs, facilitate transactions, and conduct consultative conversations to recommend tailored solutions. Key responsibilities Provide benefit event education to clients, helping them understand their investment and risk-based needs Facilitate transactions and coordinate introductions to specialized teams to support customer goals Conduct consultative conversations to assess financial objectives and recommend tailored investment solutions Required qualifications Bachelor's degree or equivalent plus 2+ years of experience in the financial services industry Ability to obtain approval as a registered representative across all 50 states and Washington, D.C Detailed knowledge of retail investment products and employer-sponsored retirement plans Proficiency with computer desktop technology and digital communication mediums Ability to work independently and demonstrate confidence in decision-making

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Registered Financial Consultant in United States vacancy

Merrill Financial Solutions Advisor - Partially Registered: East Bay Market
$100k
...Merrill Advisor Development Program - Financial Advisor-Partially RegisteredMerrill Wealth... ...Program - Financial Advisor-Partially Registered, you will be responsible for working... ...business knowledge by using a defined consultative approach to systematically identify client...
Suggested
Work at office
Local area
Shift work
Day shift
Bank of America
Napa, CA
3 days ago
Wealth Advisor Development Program - Partially Registered
...Bank of America’s Merrill Wealth Management is seeking a Merrill Advisor Development Program participant - Financial Advisor-Partially Registered to work with high-net-worth clients in a branch and build a sustainable book of business. You will identify client needs...
Suggested
Bank of America
Garden City, ID
5 days ago
Registered Operations Leader - Ameriprise Financial Advisors - Brookfield WI
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...industry-leading firm? If so, we want you to join our team as a Registered Operations Leader! Ameriprise Financial is America’s leader in...
Suggested
Full time
H1b
Work at office
Visa sponsorship
Ameriprise Financial
Milwaukee, WI
8 days ago
Registered Financial Client Associate
$25.43 - $31.78 per hour
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Registered Financial Client Associate Full Time Branch Support Wheaton, IL, US 2 days ago Requisition ID: 1482 Registered Financial...
Suggested
Hourly pay
Full time
Work experience placement
Work at office
Home office
Benjamin F. Edwards & Co
Wheaton, IL
4 days ago
Experienced Certified Financial Planner - Fee Only Registered Investment Advisor
$120k - $140k
...FAMILY FINANCIAL WEALTH • PLANNING • FAMILY OFFICE Senior Financial Planner, CFP® FF Advisors, LLC dba Family Financial · Remote... ...Advisor ABOUT THE ROLE Family Financial is a fee-only Registered Investment Advisor and multi-family office. We work with a...
Suggested
Full time
Work at office
Local area
Remote work
Flexible hours
Day shift
Family Financial LLC
United States
5 days ago
Registered Financial Rep — Growth, Analysis & Client Education
Anthony Petrozzella - State Farm Agent in Rosedale, NY, is seeking a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products that manage everyday risks and provide comprehensive customer service to clients. The ideal candidate...
Anthony Petrozzella - State Farm Agent
Rosedale, NY
4 days ago
Financial Professional/Registered Representative/Agent
Financial Professional/Registered Representative/Agent Full-time New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial...
Full time
Fixed term contract
New York Life Insurance Company
Austin, TX
1 day ago
Financial Consultant
About this role:Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more... ...are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply...
Hourly pay
Minimum wage
Ongoing contract
Full time
Work experience placement
Work at office
Immediate start
Wells Fargo
Cincinnati, OH
5 days ago
Registered Associate & Paraplanner
...Registered Client Associate & ParaplannerOur team is driven by a personal approach to wealth management for each client. As our team grows... ...in following standard operating procedures. Experience in financial planning and prep is a plus! You deserve to work with the best...
For contractors
Work at office
Raymond James
Scottsdale, AZ
8 hours ago
Registered Financial Client Associate
...Registered Financial Client AssociateUnder direct supervision, the Registered Financial Client Associate assists the Financial Advisor(s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client service, account...
Work experience placement
Work at office
Home office
Benjamin F Edwards & CO
Sarasota, FL
4 hours ago
Registered Representative/ Financial Advisor
...Job Description Job Description We are seeking a Registered Representative/ Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients...
New York Life/ NYLIFE Securities LLC
Westborough, MA
more than 2 months ago
Experienced Certified Financial Planner - Fee Only Registered Investment Advisor
$120k - $140k
...Job Description FAMILY FINANCIAL \n WEALTH • PLANNING • FAMILY OFFICE \n \n Senior Financial Planner, CFP® \n FF Advisors... ...\n \n ABOUT THE ROLE \n Family Financial is a fee-only Registered Investment Advisor and multi-family office. We work with a...
Full time
Work at office
Local area
Remote work
Flexible hours
Day shift
Family Financial LLC
West Virginia
21 days ago
Financial Consultant
$72.8k - $130k
...Caring. Connecting. Growing together. Job Description - Financial Consultant (2397049) Job Number 2397049 This position is Onsite.... ...p.m. CT, Monday through Friday. UnitedHealth Group is a registered service mark of UnitedHealth Group, Inc. The UnitedHealth Group...
Minimum wage
Full time
Work experience placement
Work at office
Local area
Monday to Friday
Shift work
UnitedHealth Group
Eden Prairie, MN
4 days ago
Dynamic Registered Financial Relationship Banker
Huntington is seeking a Financial Relationship Banker - Registered to join our branch network in the United States. You will focus on retaining and growing consumer and business relationships by identifying goals and recommending deposits, loans, and related services....
0101 The Huntington National Bank
Peoria, AZ
5 days ago
Registered Financial and Insurance Agent
Registered Financial and Insurance Agent Be there for your neighbors . As a State Farm independent contractor agent, you can make a difference in people’s lives and help strengthen your community every day. If you’re ready to help, you’re ready to be a State Farm agent...
Full time
For contractors
State Farm
Wilmington, DE
3 days ago
Registered Client Services Associate - Finance Operations
...Stifel, Incorporated is seeking a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts, handle administrative tasks, and deliver excellent client service. You will process orders, gather documents, perform...
Stifel, Incorporated
Brentwood, TN
4 days ago
Financial Solutions Advisor - SAFE Act Registered Candidate
...Bank of America is hiring a financial adviser to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on needs and asset thresholds, and conduct regular reviews of goals and...
Bank of America
New York, NY
4 days ago
Financial Solutions Advisor - SAFE Act Registered Candidate
...Bank of America in Baltimore is seeking an experienced financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products, licensing, and responsible growth. The role emphasizes licensing...
Work at office
Bank of America
Baltimore, MD
3 days ago
Financial Solutions Advisor: SAFE Act Registered
...Bank of America is looking for a financial Services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with...
Bank of America
Brooklyn, WI
5 days ago
Financial Consultant II
...families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers... ...standards throughout sales and consultation activities. Monitors client goal progress... ...Equivalent and 10 years' experience in Registered Securities Representative Required...
First Citizens
Columbia, SC
3 days ago
Risk Manager (Risk Register/Mitigation)
$125.1k - $225.2k
...’s risk and opportunity management process, maintain the risk register, facilitate risk assessments, and coordinate mitigation activities... ...with program leadership, Client representatives, contractors, consultants, suppliers, and on-site personnel may be required What You'...
Contract work
For contractors
Remote work
Relocation
Flexible hours
Parsons Corporation
Richmond, VA
1 day ago
Financial Advisor
...Job Description Aspiring Financial Advisor | Advisor Development Program \n \n Relationship-builder. Self-starter. Goal-oriented... ...Services offered through Cetera Investment Advisers, LLC a registered investment adviser. Cetera is under separate ownership from any...
MARG Financial
Wall Township, NJ
8 days ago
Financial Consultant
$125k
...Job Description Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and... ...investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities...
Full time
Part time
Work at office
Immediate start
New York Life - Rob Ward
Providence, RI
9 days ago
Financial Services Registered Rep - Investment Advisory
Brent Holtz - State Farm Agent is seeking a Registered Representative to market financial products, analyze client needs, and provide consultative sales and ongoing support. You will educate customers on options, manage portfolios, and stay current with market trends while...
Brent Holtz - State Farm Agent
Carrollton, TX
5 days ago
Finanical Professional-Financial Advisor - Registered Representative
At New York Life, we're dedicated to your growth and success, with over 170 years of commitment to client financial well-being, and we're looking for a Financial Advisor to join us. You'll be instrumental in guiding individuals and families towards achieving their financial...
Flexible hours
New York Life - Tampa
Tampa, FL
5 days ago
Financial Services Registered Representative | Growth
A leading insurance agency located in New York is looking for a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products and provide investment options to a diverse clientele. The ideal candidate will have a strong knowledge...
State Farm Agent
New York, NY
2 days ago
Financial Consultant
$36.4k - $125k
...with the support and strength of one of the nation’s leading financial services firms. Qualifications A four‑year college degree is preferred... ...and services offered through Equitable Advisors, LLC, an SEC‑registered investment advisor. Annuity and insurance products offered...
Full time
Start working today
Remote work
Flexible hours
Jones Financial (edward Jones)
Atlanta, GA
5 days ago
Remote Registered Investment Advisor
...Barros Insurance Agency Inc in South Plainfield, NJ seeks a Registered Representative to market financial products that help manage everyday risks. You will educate customers on investment options with a consultative, sales-minded approach to financial education. You...
Remote work
Daniel Barros - State Farm Agent
United States
2 days ago
Telephone Financial Consultant
$15 - $26.44 per hour
...inquiries, including but are not limited to: enrolling new users, registering computers, unlocking accounts, online statements, and BillPay... ...with all eligible cell phone and tablet types. Utilizing Financial Intelligence Group standards to detect suspicious callers and...
For contractors
Monday to Friday
Shift work
Weekend work
Afternoon shift
S&T Bancorp
Indiana, PA
6 hours ago
Financial Reporting Consultant
$40 - $58 per hour
Job Summary Our client, a financial services provider, is seeking a Financial Reporting Consultant to support the preparation, review, and filing of investment company... ...investments, and supporting documentation for registered and non-registered investment funds Coordinate...
Contract work
Work at office
Local area
Monday to Friday
KellyMitchell Group
Chicago, IL
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Registered Financial Consultant. Be the first to apply!