Colorado Licensed Retirement Counselor

Job Summary

A company is looking for a Senior Retirement Counselor.

Key Responsibilities

• Sells products and services to high-net-worth clients while promoting firm offerings based on client objectives
• Identifies account growth opportunities and develops trusted advisor relationships to address client needs
• Coordinates sales efforts across business units and generates new leads through research

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 5+ years of relevant work experience
• Series 7 and 66 licenses
• CRPC designation must be obtained within designated window if not already held
• Preferred: 10+ years of relevant work experience