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Retirement Plan Advisor
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Full-time
- Experience: 3+ years in Retirement Services industry (specifically with Institutional Retirement Plans)
- Licensing: FINRA Series 6, 7, 65, or 66 preferred
- Professional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
- The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.
- If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.
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