State Licensed Retirement PlannerVirtualVocations • Fremont, California, United States
State Licensed Retirement Planner
VirtualVocations • Fremont, California, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
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
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Retirement • Fremont, California, United States
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