State Licensed Retirement Planner
Job Summary
Working remotely on a full-time basis, a State Licensed Retirement Planner will engage with clients to address their retirement readiness, educate them on managed account offerings, and facilitate enrollment in advisory services while adhering to compliance procedures.
Key responsibilities
- Support managed account campaigns through inbound and outbound calls to educate participants
- Identify and execute opportunities to contract additional client assets while conducting retirement planning discussions
- Document client interactions and follow up to enhance business relationships and service quality
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
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