Licensed Retirement Consolidation Specialist

A company is looking for a Retirement Consolidation Specialist I (Fully licensed). Key Responsibilities Provide education and advisory services on asset consolidation planning to retirement plan participants and partners Conduct best interest interviews to assess participant situations and recommend consolidation strategies Facilitate the movement of terminated plan assets and assist with plan enrollment for new participants Required Qualifications Bachelor's degree in a business field or equivalent experience Experience as a retirement plan specialist or two years of relevant financial services experience FINRA Series 6 or 7 license FINRA Series 63 and 65 or 66 (or obtain within six months of hire) Experience with customer relationship management (CRM) systems