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Retirement Planning Consultant
A company is looking for a Retirement Advanced Markets & Planning Consultant. Key Responsibilities Conduct Annuity Performance Reviews and support advisors with JourneyGuide software Create reports and factfinders to demonstrate the utilization of annuities in client portfolios Maintain a structured notes hub for advisors and serve as the primary contact for related inquiries Required Qualifications, Training, and Education Bachelor's degree in business or a related field is required 5+ years of annuity experience or equivalent retail experience RIA market experience for wholesaling is preferred Professional designations such as ChFC, CLU, CFP, or RICP are beneficial Series 6 & 63 required or Series 7 preferred
A company is looking for a Retirement Advanced Markets & Planning Consultant.
Key Responsibilities
Conduct Annuity Performance Reviews and support advisors with JourneyGuide software
Create reports and factfinders to demonstrate the utilization of annuities in client portfolios
Maintain a structured notes hub for advisors and serve as the primary contact for related inquiries
Required Qualifications, Training, and Education
Bachelor's degree in business or a related field is required
5+ years of annuity experience or equivalent retail experience
RIA market experience for wholesaling is preferred
Professional designations such as ChFC, CLU, CFP, or RICP are beneficial
Series 6 & 63 required or Series 7 preferred