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
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