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