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Virginia Licensed Retirement Advisor
A company is looking for a Retirement Plan Advisor in the Virginia/DC area. Key Responsibilities Conduct Retirement Readiness Reviews and group presentations to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders in assigned territory Manage meeting schedules and document interactions in Salesforce for compliance Required Qualifications Bachelor's degree or equivalent work experience 3 - 5 years of relevant financial services experience Strong presentation skills and proficiency in MS Word, Excel, PowerPoint, and Teams FINRA Series 6, 63, 65 registrations required within established timeline Strong relationship building and territory management skills
A company is looking for a Retirement Plan Advisor in the Virginia/DC area.
Key Responsibilities
Conduct Retirement Readiness Reviews and group presentations to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders in assigned territory
Manage meeting schedules and document interactions in Salesforce for compliance
Required Qualifications
Bachelor's degree or equivalent work experience
3 - 5 years of relevant financial services experience
Strong presentation skills and proficiency in MS Word, Excel, PowerPoint, and Teams
FINRA Series 6, 63, 65 registrations required within established timeline
Strong relationship building and territory management skills