Financial Services Consultant
You’re empowered to help clients pursue their financial goals and using your high energy, engagement, positivity, and professionalism you are responsible for:
- Being passionate about helping our clients and their financial well-being up to and through retirement
- Providing exceptional client service and executing transactions and service requests
- Leveraging multiple resources to educate clients through intuitive conversations
- Providing financial guidance to our clients to help retain and increase assets and refer to business partners when appropriate
- Collaborating across the organization to drive process improvements
Certificate of completion for FINRA Securities Industry Essentials (SIE) exam
Three or more years of customer contact experience
Bilingual in Spanish is a plus
Sales experience is a plus
Series 6 or 7 Registration
Customer Relationship Management
Account Management
Time Management
Data analysis skills
Process Improvement
Verbal communication
written communication
Detail Oriented and Organized
According to JobzMall, the average salary range for a Financial Services Consultant in 8500 Andrew Carnegie Blvd, Charlotte, NC 28262, USA is between $55,000 and $97,000 per year. This range can vary depending on the company, the industry, the location, and the individual's level of experience.
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The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields.
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