Series 6-7 Licensed Relationship Manager

Job Summary

A company is looking for a Relationship Manager II-Dedicated Virtual.

Key Responsibilities

• Develop and manage relationships with advisors and channel partners through proactive communication and issue resolution
• Provide plan design consulting and investment advisory services, including plan reviews and enrollment processes
• Coordinate the installation of new groups and promote new products and services to employers

Required Qualifications

• A Bachelor's degree is required
• Must obtain or transfer a Series 6/7 and Series 63 or Series 65 license within 90 days of hire
• 3+ years of relationship management experience in the retirement plans field
• Working knowledge of qualified plans, ERISA, and qualified plan investments
• Ability to work in the Pacific Time Zone is required