FINRA Licensed Retirement Consultant

Job Summary

A company is looking for a Retirement Strategy Consultant.

Key Responsibilities

• Provide consultations and advice on foundational financial topics to plan participants
• Educate participants on available Advisory Services and assist in reaching retirement goals
• Increase assets under management by proactively discussing retirement planning needs with clients

Required Qualifications

• FINRA Series 7 and 66 (or Series 63 and Series 65) registrations required
• CFP and/or CRPC preferred
• 3+ years of financial industry experience
• Bachelor's Degree and/or equivalent work experience
• Proficient in Salesforce and retirement planning tools