State Licensed Retirement Counselor
Job Summary
Providing foundational experience in client engagement and financial planning support, the full-time State Licensed Retirement Counselor will educate customers on retirement product solutions, manage inquiries, and assist in operational tasks while working remotely.
Key responsibilities
- Provide general product information and support to customers via phone and email
- Meet production goals related to client appointments and new accounts while documenting activities in CRM systems
- Engage in skill-building activities and mentorship to progress into fully licensed advisor roles
Required qualifications
- Bachelor's degree in a business-related field or equivalent experience
- One year of experience in the financial services industry
- Basic knowledge of financial products and compliance regulations
- FINRA Series 6 or 7, and 63; Series 65 required within six to twelve months
- Life and Health licenses required within 60 days of hire
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