Frisco, Texas, 75033
Job description
**Job Title: Consultant**
In this role, the consultant is responsible for enhancing client retention through effective inquiry resolution, evaluating financial requirements, and informing clients about various investment alternatives. The position involves proactive engagement with clients and managing transfer processes, all while working closely with internal business partners to deliver tailor-made solutions. Applicants should possess a minimum of 2 years of relevant experience and must be registered with FINRA (Series 6 or 7 and 63). Additionally, a Life and Health Insurance license must be obtained within the first 120 days of employment.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
