State Licensed Retirement Planner

Job Summary

A company is looking for a Retirement Planner to engage with clients regarding their retirement readiness and enroll them in advisory services.

Key Responsibilities

• Support managed account campaigns through inbound/outbound calls to educate participants
• Identify and follow up on opportunities to contract additional client assets and provide retirement planning discussions
• Adhere to compliance procedures and document client interactions for follow-up and relationship development

Required Qualifications

• 2 years of financial industry experience
• FINRA 7, 63, and 65 (or 66) registrations required
• FINRA fingerprinting required
• Bachelor's Degree and/or equivalent work experience preferred
• Chartered Retirement Planning Counselor (CRPC) designation preferred