Loan Operations Representative

90101 Greenville, South Carolina Contract 10 days ago Apply Now More Info Job Title: Loan Operations Representative Location: Greenville, SC (Hybrid) Estimated Duration: 6 Months The Loan Operations Representative I performs various administrative tasks involved in servicing Loans. Performs routine administrative tasks exercising some judgment and discretion in the performance of duties usually in support […]

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Virtual Financial Consultant x6

89957 Frisco , Texas Permanent/Direct Hire 3 weeks ago Apply Now More Info Title: Virtual Financial Consultant Location: Hybrid in Frisco, TX (must reside within commuting distance) Estimated Duration: Fulltime About the Opportunity A leading financial services organization is hiring a Virtual Financial Consultant to deliver high-impact financial advice to retirement plan participants and institutional clients. This is a client-facing, advice-driven role where you will help individuals make confident decisions about retirement, investments, and long-term financial planning. This is a hybrid role based in Frisco, TX, combining virtual client engagement with in-office collaboration as needed. If you are a licensed advisor who thrives in consultative conversations and want strong brand backing, steady client flow, and long-term career growth, this is a compelling opportunity.   Must Have Qualifications • Active Series 63 and/or 66 • Ability to obtain Life and Health Insurance license within 120 days • Ability to obtain Series 7 license within 120 days • 3+ years of experience in financial services or wealth management • Experience providing retirement or investment advice directly to clients   Plusses • 4+ years of advisory experience • Experience working with 403b, 401k, or pension plans • CFP or working toward advanced planning credentials • Experience supporting institutional clients or plan sponsors • Strong knowledge of tax-aware investment strategies   Key Responsibilities • Advise retirement plan participants on pensions, annuities, IRAs, 403b plans, 529 plans, mutual funds, insurance, and related investment solutions • Conduct virtual consultations via phone and video to support both short- and long-term financial goals • Recommend strategies and facilitate product implementation • Execute transactions and service requests while delivering a high-level client experience • Partner internally across business lines to deliver comprehensive solutions • Build and maintain relationships with institutional plan sponsors   Comp and Structure […]

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