Preferred Skills:** + Experience in client facing roles - participant or institutional facing + Experience working with institutional retirement plans Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling **Anticipated Posting End Date:** 2026-06-29 Base Pay Range: $78,000/yr - $108,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 6 or 7; Series 63 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required Skills:** + 3+ years of experience in financial services + Must have Series 6 or Series 7 and obtain Series 63 within 120 days from date of hire.