Financial Consultant I Principal Connection - Charlotte - Principle

    Principle
    Principle Charlotte

    2 days ago

    Description

    Financial Consultant I Principal Connection: Join Our Team

    Your Key Responsibilities:

    • Provide benefit event education to former participants, those in the Personal Retirement Account or approaching a benefit event.
    • Educate and assist existing and perspective customers with individual investment and risk-based needs.

    What We're Looking For:

    • Bachelor's degree or equivalent plus 2+ years experience, preferably in financial services industry.
    • SIE, Series 6 or 7 and Series 63 & 65 or Series 66 licenses required upon starting.

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