Financial Consultant
 TEKsystems | |
$80,000.00 - $85,000.00 / yr
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life insurance, sick time, 401(k), retirement plan
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 United States, Virginia, Herndon | |
 Feb 25, 2025 | |
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*Job Description*
* Manage and support a portfolio of 600 households, ensuring all referrals are handled efficiently. * Conduct outreach to clients assigned to Financial Consultants within the FC team to offer review consultations. * Lead client meetings to update financial information, assess unique goals, determine needs, and identify opportunities to increase wallet share. * Prepare comprehensive financial plans using advanced financial planning software. *Skills Required* * Series 7 license *Pay and Benefits* The pay range for this position is $80000.00 - $85000.00/yr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type* This is a fully onsite position in Herndon,VA. *Application Deadline* This position is anticipated to close on Mar 10, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. | |