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Financial Advisor - Part time
Ref No.: 18-04412
Location: Jersey City, New Jersey
Position Type:Contract
Start Date / End Date: 12/01/2018 to 02/28/2019
Hello,
 
My name is Rinu Varghese and I am a Sr. Technical Recruiter at TSR Consulting.
 
TSR Consulting's financial services client has an immediate contract opportunity for Sr Financial Advisor(Part time) in Jersey City, NJ
 
If interested, please email resumes to rinu@tsrconsulting.com
 
We don't work with 3rd party vendors on corp-corp
 
Title: Sr Financial Advisor
Location: Jersey City, NJ
Duration: 3 Months
 
Responsibilities
 
  • The amount of work required will vary throughout the project (based on demand from consumers testing the platform), but specialists should expect to spend about 5 hours per month.
    Resources can be located anywhere but must have the following:
     
All specialists will need:
  • Series 7
  • Series 66
  • CFP preferred
  • Any advanced degree in Retirement Planning, Home Buying and Education planning. Preferred not required.
  • Home buying specialists will require to be registered in Mortgage Licensing System & Registry (NMLS). Specifically for the Tristate area.



Role Description:

 
  • This role will participate in a beta test of a new product that Client is piloting
  • Will Receive training on how to use their platform
  • Set up a profile on the platform
  • Diligently monitor the platform and associated notifications for meeting requests from consumers
  • Perform short consultations with consumers over the phone
  • Prepare a short proposal for each consumer based on the initial consultation
  • Conduct advisory sessions with consumers who accept your proposal over the phone
  • Prepare a summary of the advisory session
  • Provide feedback to the platform team about their experience using the platform
 
Rinu Varghese
Senior Technical Recruiter
TSR Consulting Services, Inc.
379 Thornall Street, 6th Floor, Edison, NJ 08837
Office:  732-321-9000 Ext. 4403
http://www.tsrconsulting.com/
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