FINRA Licensed Retirement Consultant
Job Summary
Driving the consolidation of assets into employer-sponsored retirement plans, the full-time remote FINRA Licensed Retirement Consultant will manage a portfolio of 150 to 350 clients, providing education and support throughout the rollover process while handling inbound and outbound communications.
Key responsibilities
- Place outbound calls and handle inbound inquiries to assist customers in consolidating their retirement savings
- Independently manage a high volume of scheduled meetings and communications with clients
- Demonstrate expertise in various retirement investment vehicles and address customer questions regarding retirement planning
Required qualifications
- High School diploma or GED
- 2 years of relevant experience
- FINRA 6 & 63 registrations required within established timelines
- FINRA Fingerprinting
- Authorization to work in the U.S. without requiring visa sponsorship
Complete Job Description
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