Financial Consultant

Flagstar Bank

Virtual Financial Consultant delivering personalized financial guidance and investment solutions to affluent clients. Responsible for client engagement and relationship management in a remote model.

Posted 7/29/2026full-timeRemote • Missouri • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering personalized financial guidance and investment solutions, with a strong focus on building client relationships and ensuring compliance with regulatory requirements. Proficient in utilizing virtual engagement tools to assess financial needs and develop comprehensive financial plans.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseLife & Health Insurance LicenseFinancial PlanningWealth Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial GuidanceInvestment SolutionsHolistic Financial PlanningClient Relationship ManagementCompliance TrainingFinancial Needs AssessmentBook of Business DevelopmentInvestment AdvisoryRegulatory ComplianceProactive Outreach

Soft Skills

Client EngagementCommunicationRelationship BuildingProblem SolvingCollaboration

Tools & Technologies

Video Conferencing PlatformsCRM SystemsDigital Financial Planning Software

Certifications & Qualifications

Undergraduate Degree in FinanceUndergraduate Degree in BusinessUndergraduate Degree in Economics

Industry Keywords

Financial ServicesWealth ManagementInvestment AdvisoryMass Affluent ClientsRetail Investment Clients

About the role

Key responsibilities & impact

Deliver personalized financial guidance and investment solutions to mass affluent clients
Grow and deepen client relationships by providing holistic financial planning
Recommend suitable investment products and connect clients to the broader Flagstar enterprise
Assess financial needs through virtual channels and deliver tailored financial guidance
Build a book of business through referrals and proactive outreach
Develop and present comprehensive financial plans and ensure compliance with regulatory requirements
Maintain accurate records of client interactions and participate in compliance training

Requirements

What you’ll need

Undergraduate Degree (4 years or equivalent) in Finance, Business, Economics, or a related field
5+ years of relevant experience
2+ Years of experience in financial services, wealth management, or investment advisory roles, with demonstrated experience serving mass affluent or retail investment clients
Active FINRA Series 7 and Series 66 (or Series 63 + Series 65) licenses required at time of hire
Active Life & Health Insurance license required, or ability to obtain within 90 days of hire
Strong proficiency with virtual engagement tools including video conferencing platforms, CRM systems, and digital financial planning software

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program