Stcok market securities licensed
Listed on 2026-01-12
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Finance & Banking
Financial Consultant
Market Specialist
Global Financial Group LLC is a comprehensive financial services firm dedicated to empowering families, retirees, and business owners in making informed financial decisions. We specialize in tailored solutions, including life insurance planning, retirement strategies, wealth transfer, and trust and estate planning. With a strong emphasis on education, clarity, and transparency, we ensure every client understands their financial plans and how they align with their long‑term goals.
Renowned for our collaborative and personalized approach, we work closely with professionals such as CPAs and attorneys to deliver coordinated, effective strategies. Our mission is to protect families, simplify financial planning, and foster stronger financial futures through lasting relationships.
This is a full‑time hybrid role for a Stock Market Securities Licensed professional based in Elkhart, IN, with partial work‑from‑home opportunities. Responsibilities include conducting market analysis, performing in‑depth market research, and utilizing analytical skills to develop and implement investment strategies. The role also involves engaging with clients, providing financial insights, and delivering superior customer service through clear and effective communication tailored to clients' financial goals and needs.
Qualifications- Proficiency in Market Analysis and Market Research
- Strong analytical skills for financial planning, strategy development, and problem‑solving
- Excellent communication and interpersonal skills, both verbal and written
- Demonstrated customer service capabilities, including relationship management and client engagement
- Securities licenses (e.g., FINRA Series 7, Series 63, or equivalent) are required
- Relevant experience in financial planning, investment strategies, or a related field
- Strong understanding of insurance, retirement planning, and wealth transfer strategies
- Bachelor’s degree in Finance, Economics, Business, or related field is preferred
Seniority Level: Entry level
Employment Type:
Full-time
Job Function:
Sales and Business Development
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