Dually Licensed Retirement Consultant
A company is looking for a Retirement Strategy Consultant - RPAT. Key Responsibilities Educate and advise plan participants on available Advisory Services to help achieve retirement goals Utilize the Empower Best Interest Profile tool to provide fiduciary recommendations and assist with account management Identify opportunities for increasing assets under management through proactive retirement planning discussions Required Qualifications 3+ years of financial industry experience Bachelor's Degree and/or equivalent work experience FINRA Series 7 and 66 (or Series 63 and Series 65) registrations required Goal-oriented with a focus on retention and growth of managed accounts Experience in a metrics/activity driven team environment
A company is looking for a Retirement Strategy Consultant - RPAT.
Key Responsibilities
Educate and advise plan participants on available Advisory Services to help achieve retirement goals
Utilize the Empower Best Interest Profile tool to provide fiduciary recommendations and assist with account management
Identify opportunities for increasing assets under management through proactive retirement planning discussions
Required Qualifications
3+ years of financial industry experience
Bachelor's Degree and/or equivalent work experience
FINRA Series 7 and 66 (or Series 63 and Series 65) registrations required
Goal-oriented with a focus on retention and growth of managed accounts
Experience in a metrics/activity driven team environment
