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Financial Consultant : Retirement & Investment Advisor
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-24
Listing for:
Segment (Twilio)
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Principal is seeking a Financial Consultant I to join our Retirement and Income Solutions team in a call center environment. You will provide expert investment advisory services to a diverse client base, guiding clients through retirement investments and financial security.
Responsibilities include educating participants, conducting consultative conversations, building trusted relationships, maintaining compliant documentation, and continuously expanding product knowledge while working within a
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