Financial Consultant
GuideStone Financial Resources(1 month ago)
About this role
The Financial Consultant provides participant education and guidance to support retirement planning and improve member financial wellness. The role focuses on advancing asset retention, rollovers, and account services while supporting small-plan client engagement and collaborating with internal partners. The position is client-facing and operates in a hybrid environment with regular travel.
Required Skills
- Retirement Education
- Participant Counseling
- Account Opening
- Asset Rollover
- Relationship Management
- Sales Pipeline
- CRM
- Practice Management
- Communication
- Presentation
+1 more
Qualifications
- Bachelor's Degree
- CFP
- CRPC
- CEBS
- Series 6
- Series 7
- Series 63
About GuideStone Financial Resources
guidestone.orgFinancial Services & Insurance Solutions Providing diversified benefits, investments and protection guided by Christian values
View more jobs at GuideStone Financial Resources →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at GuideStone Financial Resources
Similar Jobs
Individual Financial Consultant Multi-lingual (Spanish)
TIAA(24 days ago)
Individual Financial Consultant
TIAA(1 month ago)
Associate Sales Consultant (Workplace)
T. Rowe Price(1 month ago)
Workplace Financial Consultant
Our Group(1 month ago)
Financial Consultant
T. Rowe Price(17 days ago)
Retirement Consultant
Manulife(1 month ago)