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Benefits And Planning Consultant - Work from Home (Central West)
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Full-time
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 planningYou 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.
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