State Licensed Retirement Planner

A company is looking for a Retirement Planner to engage with clients regarding their retirement readiness and enroll them in 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

Adhere to compliance procedures and document client interactions for follow-up and relationship development

Required Qualifications

2 years of financial industry experience

FINRA 7, 63, and 65 (or 66) registrations required

FINRA fingerprinting required

Bachelor's Degree and / or equivalent work experience preferred

Chartered Retirement Planning Counselor (CRPC) designation preferred