Retirement Plan Advisor

RETIREMENT PLAN ADVISOR

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

We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. 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.

Responsibilities:

• Sell consulting and fiduciary services in the retirement space
• Provide expert advice on plan governance
• Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.
• Collaborate with clients to understand their unique needs and objectives
• Build a book of business through networking, collaboration with other business units to follow up on warm leads and driving in new business

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.

RETIREMENT PLAN ADVISOR

Qualifications:

• 3+ years of experience in the Retirement Services industry
• FINRA Series 6, 7, 65, or 66 licensing preferred
• Professional designations such as AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
• Proven track record in B2B sales within the retirement space
• Strong communication and interpersonal skills
• Desire to win!

5 years or greater