North Carolina Licensed Retirement Counselor

Job Summary

A company is looking for a Retirement Counselor to provide financial education and assistance to retirement plan participants.

Key Responsibilities

• Interact with retirement plan participants to assist with rollovers and investment advisory services
• Explain investment services and provide financial education on retirement plan topics
• Gather information through interviews and support account management and inquiries

Required Qualifications

• FINRA Series 7 and 65/66 or ability to obtain within 90 days of employment
• Undergraduate degree and a minimum of 5 years of financial industry experience
• Experience in delivering retirement planning and investment advisory services
• Ability to educate clients on complex retirement and investment concepts
• Active listening skills to understand client needs and provide appropriate solutions