**Financial Consultant (T)**
The Financial Consultant is responsible for providing in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. Working under general supervision, this role covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. All licenses must be obtained within 120 days from start date.

**Key Responsibilities and Duties**

+ Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
+ Educates, recommends and facilitates new product purchases (including retail mutual finds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides...