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    Financial Consultant II - Henderson, United States - Principal Financial Services, Inc.

    Principal Financial Services, Inc.
    Principal Financial Services, Inc. Henderson, United States

    2 days ago

    Default job background
    Description
    Key Responsibilities:
    • Provide investment advisory education services to customers in a call center environment
    • Offer financial solutions based on clients' needs and risk tolerance
    • Stay updated on financial and economic conditions to guide clients' investments
    • Build and maintain relationships with customers through effective communication
    • Document and comply with regulatory standards
    • Mentor less experienced staff and assist in training
    • Handle escalated customer issues and assist in business strategy development
    • Perform other job-related duties as required
    Requirements:
    • Bachelor's degree with 4+ years experience in financial services
    • Proficiency in relevant licenses such as SIE, 6 or 7, and IAR
    • Ability to simplify complex financial concepts for customers
    • Strong organizational and time management skills
    • Experience in retail investment products and employer sponsored retirement plans
    • Committed to maintaining ethical customer relationships
    • Experience in providing mentorship and training
    About the Company:

    Principal is a global organization dedicated to providing financial security to all individuals. Our success is built on the diverse talents and experiences of our employees. Explore our core values and benefits to grow your career.

    Principal is an Equal Opportunity Employer. All qualified candidates will be considered for employment based on merit.

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