This role involves helping individuals plan for a successful retirement through group and individual presentations to 401(k) and Government 457 plan participants.
It requires conducting Retirement Readiness Reviews, building strategic partnerships, and managing meetings both virtually and in person.
The advisor will develop business plans, document interactions, and collaborate with internal teams to meet targets and compliance standards.
Qualifications include a bachelor’s degree or equivalent, 3-5 years of financial services experience, strong presentation skills, and required FINRA licenses (Series 6, 63, 65).
Preferred skills include Salesforce knowledge and understanding of retirement plans. The position offers comprehensive benefits, competitive salary, and opportunities for growth in an inclusive environment.