FINRA Licensed Retirement Consultant

Job Summary

To support a growing practice, the full-time FINRA Licensed Retirement Consultant will independently manage tasks related to new adopter sales and onboarding, assist clients in selecting plan design options, and foster relationships with key plan professionals in a remote environment.

Key responsibilities

• Support adopters in selecting plan design options and assist with the collection of necessary prior plan documents
• Provide consultation to existing adopting employers for plan amendments and prepare plan design illustrations and pricing comparisons
• Collaborate with internal teams to enhance customer retention and drive new adopter sales towards annual goals

Required qualifications

• 5+ years of experience in the retirement plan market, preferably in account management or plan design consultation
• FINRA Series 6 & 63 licenses required within established timelines
• Strong understanding of retirement plan pricing
• Excellent presentation skills and ability to build partnerships with plan sponsors and business leaders
• Experience with MEP, PEP, and/or PEO markets preferred