Securities Licensed Financial Coach
Job Summary
A company is looking for a Financial Wellness Coach to deliver retirement education and financial wellness materials to clients' employees.
Key Responsibilities
- Deliver effective education and advice to retirement plan participants
- Collaborate with producers and consultants to enhance client interactions
- Engage in national initiatives and collaborate on companywide projects
Required Qualifications
- 5+ years of industry experience
- A college degree
- Securities 65 or 66 license or professional certification
- Experience in financial or retirement planning or education
- Proficient to advanced Excel skills
COMPLETE JOB DESCRIPTION
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