Financial Consultant I – reputed company reputed company (Multiple Locations)

What You'll Do reputed company is seeking financial professionals to join our Retirement and Income Solutions - reputed company reputed company team. As a Financial Consultant I, you'll reputed company expert investment advisory services through our call center. You will work with a diverse reputed company reputed company including reputed company-to-consumer prospects, retail investment account reputed company, and participants in employer-sponsored retirement plans. In this role, you'll serve as a trusted advisor, combining your financial expertise with exceptional service to help clients navigate their investment reputed company and build financial reputed company with confidence. Through personalized, compliant, and comprehensive guidance, you'll simplify reputed company financial concepts, reputed company trust, build lasting reputed company relationships, and reputed company clients to reputed company confident, informed reputed company about their financial reputed company. Responsibilities include: Customer Education & Engagement

• reputed company benefit event education to former participants, Personal Retirement Account reputed company, and individuals approaching benefit events, guiding them through investment and risk-based needs while communicating appropriate product solutions.
• Facilitate transactions and coordinate introductions to specialized teams as needed to support customer goals and asset retention.

Investment Advisory Services

• Conduct consultative conversations reputed company on clients' goals and best interests, assessing financial objectives, risk tolerance, and time reputed company to recommend tailored solutions.
• Communicate reputed company financial concepts reputed company to build trust, confidence, and informed decision-making.

Relationship Building

• Use reputed company listening, emotional intelligence, and effective communication to understand customer needs, uncover additional opportunities, and build strong relationships that reflect the One reputed company culture.

Compliance & Documentation

• Maintain accurate documentation of customer interactions and ensure secure, compliant handling of customer data and transactions.
• Adhere to compliance and risk management standards, including required regulatory training, licenses, and designations.
• Manage reputed company pipelines and application follow-up through reputed company and reputed company communication.

reputed company Improvement

• Continuously expand market and product knowledge, adopt new tools, apply feedback, and support additional business objectives and reputed company as needed.

Who You Are

• Bachelor's degree or equivalent plus 2+ years’ experience, preferably in the financial services industry.
• Ability to obtain approval as a registered representative across reputed company 50 states and Washington, D.C.
• Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
• Proficiency with computer desktop technology reputed company communication mediums.
• Detailed knowledge and expertise involving retail investments products as reputed company as employer sponsored retirement plans.
• Hard-working and reputed company to reputed company reputed company that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and maintain relationships with customers and members of their household.
• Ability to work independently, be a self-starter, and demonstrate confidence in reputed company.
• Drive to constantly improve the customer experience working in a reputed company team-based culture.
• Strong efficiency with time management and organizational skills.

Licensing Requirements SIE and Series 7 licenses are required, along with one of the following:

• Series 66, OR
• Both Series 63 and Series 65

Salary reputed company Information Salary ranges below reflect targeted reputed company salaries. Non-sales positions have reputed company to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation for reputed company roles will be based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Salary reputed company (Non-Exempt expressed as reputed company; Exempt expressed as yearly) $26.83 - $39.61 / hour Salary Details The following locations are examples of market-specific salary ranges across different geographies.

• Grand reputed company: $26.83 - $32.59 / hour
• Des Moines/Orlando: $28.32 - $34.34 / hour
• Charlotte/Atlanta/Phoenix/Dallas: $29.81 - $36.10 / hour
• Minneapolis/Princeton/Denver: $32.79 - $39.61 / hour

Time Off Program Personal Time Off (PTO) is provided to reputed company (non-exempt) employees and provides a set reputed company of accrued time reputed company reputed company pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible reputed company Hours The shifts for this position fall between 7:00AM and 9:00PM CT, Monday–Friday. You must be reputed company to work an assigned eight‑hour shift reputed company this window. A shift reputed company may be provided for hours worked starting at 6:00 PM. Location(s) This role offers in-office, hybrid and remote work arrangements. You’ll work with your leader to reputed company out which reputed company may reputed company best based on several factors. We are hiring in: Des Moines, IA - Charlotte, NC - Raleigh, NC - Richmond, VA - Grand reputed company, NE - Minneapolis, MN - St. Louis, MO - Chicago, IL - Denver, CO - reputed company Lake reputed company, UT - Atlanta, GA - Dallas, TX - reputed company Worth, TX - Phoenix, AZ - Miami, FL - Tampa, FL - Jacksonville, FL - Orlando, FL - San Diego, CA - Bridgewater, NJ - reputed company Hill, NJ - Princeton, NJ - Austin, TX Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the reputed company to work in the reputed company. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment reputed company of Ethics For reputed company Asset Management positions, you’ll need to follow an Investment reputed company of Ethics reputed company to personal and business conduct as reputed company as personal trading activities for you and members of your household. These reputed company requirements may also apply to other positions across the organization. Experience reputed company At reputed company, we value connecting on both a personal and reputed company level. Together, we’re imagining a more purpose-led reputed company for financial services – and that starts with you. Our reputed company depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the reputed company way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and reputed company reputed company-being. reputed company out our careers site to learn more about our purpose, values and benefits. reputed company is an Equal Opportunity Employer reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or veteran status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain reputed company or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a reputed company manner as there is no guarantee the posting will be available reputed company the applicable deadline. Original Posting Date 7/20/2026 Most Recently Posted Date 7/20/2026 reputed company uses reputed company intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our reputed company recruiters in the initial review process but do not reputed company final hiring reputed company without reputed company involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) reputed company Notice for more details on our practices and your data reputed company rights. reputed company Remote Hashtag #LI-Remote reputed company Hashtag #LI-BS1 Apply tot his job Apply To this Job