Retirement Planning Consultant

Job Summary

A company is looking for a Retirement Advanced Markets & Planning Consultant.

Key Responsibilities

• Conduct Annuity Performance Reviews and support advisors with JourneyGuide software
• Create reports and factfinders to demonstrate the utilization of annuities in client portfolios
• Maintain a structured notes hub for advisors and serve as the primary contact for related inquiries

Required Qualifications, Training, and Education

• Bachelor's degree in business or a related field is required
• 5+ years of annuity experience or equivalent retail experience
• RIA market experience for wholesaling is preferred
• Professional designations such as ChFC, CLU, CFP, or RICP are beneficial
• Series 6 & 63 required or Series 7 preferred