About this role
Financial Consultant at The Erika Grant Team with Primerica. Location: United States. Role: providing advice, designing plans, building relationships Requirements: CPA or CFP and FINRA Series 7 & 66 required; bachelor's degree in business/finance; proficiency with Microsoft Office, Google Suite, CRM and financial planning software; proven advisor track record and strong communication skills. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Google Suite, CRM, financial planning software Certifications: cpa, cfp, series 7, series 66 Commitment: Full Time Workplace: Remote Languages: English