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People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans.
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FINRA series 6 or 7 and 63. Voya Retirement Plan - employer paid cash balance retirement plan (4%) This position allows 100% remote work from home. Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace.
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Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Life, Accident and Health Insurance licenses. As part of our relationship with Dedham Savings Bank, Sorrento Pacific Financial, LLC (SPF) is seeking a Financial Advisor to grow the investment program and provide investment and retirement planning services for its members in Dedham, MA, and the surrounding area.
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Benefits offered: PTO, 12 Paid Holidays, 2 Community Volunteer Days, 5 Summer Half Days, Medical, Dental, Vision, Life Insurance, LTD & STD, Retirement Plan with 3.75% Employer Match, and more.
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FINRA Series 7 & 63 license required; Series 24 is preferred. 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits. FINRA regulatory supervisor and Principal review.
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FINRA Series 7 securities registration or initial Securities Industry Essentials exam a plus. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide.
$60,000 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Required: FINRA Series 7/66, or 63/65 combo. Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
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FINRA Licensed (series 65) We currently have an opportunity for a Director of Retirement Plan Education. The Director of Retirement Plan Education role is a full-time position within the retirement division of HUB New England.
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Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales acumen will be considered pending appropriate licensing within the first 45 days of employment.
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Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning.
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FINRA Series 65 required (OR obtain within first six month; additional licensing may be needed) Knowledge of ERISA laws and the retirement plan industry preferred. IMA Retirement is actively recruiting a Retirement Plan Advisor to join our expanding team nationally.
$100,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Executive leadership speaker session including discussions with the Chief Actuary, SVP of Product Management, CFO, COO and CEO.
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Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
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Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. A valid and active FINRA Series 7 license required.
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FINRA Series 6 and 63 license or ability to achieve in 90 days. 7+ years of experience in retirement services industry, preferred. 5+ years of experience in retirement services industry.
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finra retirement jobs in Boston, MA
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