State Licensed Retirement Planner

Job Summary

A company is looking for a Retirement Planner to assist clients with their retirement readiness and advisory services.

Key Responsibilities

• Support managed account campaigns through inbound/outbound calls to educate participants
• Identify opportunities to contract additional client assets and provide retirement planning discussions
• Document client conversations for business development and adhere to compliance procedures

Required Qualifications

• 2 years of financial industry experience
• FINRA 7, 65, & 63 registrations required
• Goals and results-oriented with accountability for retention and asset growth
• Availability to work from 8 am to 9 PM ET
• Bachelor's Degree and/or equivalent work experience preferred