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Series 6 and 63 Licensed Relationship Manager
A company is looking for a Relationship Manager II - Retirement Plans. Key Responsibilities Develop and manage relationships with clients and channel partners through various communication methods Act as a liaison between clients and internal departments to address concerns and implement plan improvements Provide investment advisory services and coordinate the installation of new groups while delivering enrollment and education processes Required Qualifications 3 to 5 years of experience in the retirement industry, preferably in relationship management Knowledge of qualified plans, ERISA, and qualified plan investments Professional certification: Series 6 and 63 required or must be obtained as a condition of employment Ability to promote new products and services to clients effectively Experience in delivering virtual meetings and presentations to clients
A company is looking for a Relationship Manager II - Retirement Plans.
Key Responsibilities
Develop and manage relationships with clients and channel partners through various communication methods
Act as a liaison between clients and internal departments to address concerns and implement plan improvements
Provide investment advisory services and coordinate the installation of new groups while delivering enrollment and education processes
Required Qualifications
3 to 5 years of experience in the retirement industry, preferably in relationship management
Knowledge of qualified plans, ERISA, and qualified plan investments
Professional certification: Series 6 and 63 required or must be obtained as a condition of employment
Ability to promote new products and services to clients effectively
Experience in delivering virtual meetings and presentations to clients