Job Summary

A financial firm is in need of a Remote Associate Retirement Advisor.

Core Responsibilities of this position include:

• Being responsible for relationship management and proactive education to core IRA customers
• Working with customers with balances of $20-100k
• Engaging in effective consultative conversations with the primary goals of retention and expansion of IRA customer's relationship

Required Skills:

• Bachelor's Degree or higher in business, finance, or related field
• Minimum of 2 years financial services experience including advice/guidance
• Demonstrated organizational skills
• Strong written, verbal and presentation skills
• FINRA Series 7, 63 and 65 registration(s) required
• FINRA Fingerprinting Required