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State 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 deliver fiduciary recommendations and assist with account management Proactively identify customer retirement planning needs and document client interactions for follow-up and relationship development Required Qualifications 3+ years of experience in the financial industry Bachelor's Degree and/or equivalent work experience FINRA Series 7 and 66 (or Series 63 and 65) registrations required CFP preferred or CRPC required within 6 months of hire 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 deliver fiduciary recommendations and assist with account management
Proactively identify customer retirement planning needs and document client interactions for follow-up and relationship development
Required Qualifications
3+ years of experience in the financial industry
Bachelor's Degree and/or equivalent work experience
FINRA Series 7 and 66 (or Series 63 and 65) registrations required
CFP preferred or CRPC required within 6 months of hire
Experience in a metrics/activity driven team environment