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Benefits And Planning Consultant - Work from Home (Central West)
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Work from home
- Series 7 & 66 are required - 66 may be obtained within a defined period of time from hire
- Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged.
- Developing a solid understanding of retail brokerage, workplace sponsored savings plans, and equity compensation will allow you to provide holistic value to executives.
- You have demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning You provide education as well as advice in appropriate situations.
- The team presents offerings to executives, board members, and plan sponsors and provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning and retirement planning.
Expired 2 days agoInactive Job
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