State Licensed Retirement Planner

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 and follow up on opportunities to contract additional client assets and provide retirement planning discussions Document client conversations for business and relationship 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 during hours of 8 am to 9 PM ET Bachelor's Degree and/or equivalent work experience preferred

Mar 12, 2025 - 21:34

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 and follow up on opportunities to contract additional client assets and provide retirement planning discussions Document client conversations for business and relationship 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 during hours of 8 am to 9 PM ET Bachelor's Degree and/or equivalent work experience preferred