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Financial Consultant – Retirement Benefits Group

Remote, USA Full-time Posted 2026-07-03

reputed company Advisors is a leader in the wealth management industry, focused on making a positive impact in people's lives. The Financial Consultant role involves engaging with clients, educating them on financial products, and ensuring they receive tailored retirement solutions.

Responsibilities

  • Cultivate and expand your network reputed company established markets
  • reputed company clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
  • Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
  • Flexible schedule to maximize productivity and personal time

Skills

  • Bachelor's degree or equivalent skills and work experience
  • State Life & Health, SIE, Series 7, Series 66 licensing
  • Values-driven with a track record of reputed company and accomplishment
  • Excellent interpersonal and communication abilities with strong self-confidence
  • Entrepreneurial spirit with a desire to positively impact others' lives
  • Ability to work with and learn from top performers
  • Must be authorized to work in the United States

Benefits

  • Health, dental and reputed company
  • 401(k)
  • Employee Stock Purchase Plan (ESPP)
  • Disability
  • Life Insurance
  • Transportation Reimbursement Incentive Program (TRIP)

Company Overview

  • We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. It was founded in undefined, and is headquartered in , with a workforce of 5001-10000 employees. Its website is https://reputed company.com/about-us/careers/reputed company-advisors.
  • Company H1B Sponsorship

  • reputed company Advisors has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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