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Benefits And Planning Consultant
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- 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 planningYou provide education as well as advice in appropriate situations.
- These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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