Senior Retirement Consultant

Job Summary

A company is looking for a Senior Retirement Consultant - RPAT.

Key Responsibilities

• Deliver personalized consultations to meet retirement planning needs of customers
• Develop and maintain relationships with customers while providing expert knowledge on plan rules and procedures
• Execute campaign strategies and follow up on inquiries to ensure timely resolution of issues

Required Qualifications

• Bachelor's degree or equivalent combination of education and professional work experience
• FINRA 7 & 63 registrations required
• FINRA fingerprinting required
• Demonstrated success in asset gathering, growth, and retention
• Good understanding of IRAs and retirement investment products/services