State Licensed Financial Consultant
Company: VirtualVocations
Location: Pasadena
Posted on: April 1, 2025
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Job Description:
A company is looking for a Dedicated Planning Services
Consultant to support financial advisors in adopting dedicated
planning methodologies.
Key Responsibilities
Develop and provide training and support for the Dedicated Planning
process and related applications
Work with Financial Advisors to create financial plans and conduct
reviews to ensure quality and compliance
Partner with internal stakeholders to identify and support
Financial Advisors in need of assistance with Dedicated Planning
topics
Required Qualifications
Bachelor's degree in Business, Economics, or a related field
10+ years of Financial Services experience, with a focus on working
across Advisor groups
5+ years of operational experience in a matrixed, cross-functional
environment
Deep subject matter expertise in financial planning and regulatory
standards
FINRA Series 7, 63/65 or 66 required or to be obtained within 90
days of hire
Keywords: VirtualVocations, Pasadena , State Licensed Financial Consultant, Accounting, Auditing , Pasadena, Texas
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