Retirement Plan Advisor

Company: VirtualVocations
Location: Grand Rapids
Posted on: November 6, 2024

Job Description:

A company is looking for a Retirement Plan Advisor to help individuals build a healthy retirement and plan their financial future.

Key Responsibilities

Develop strategic partnerships with key contacts and agencies within the assigned territory
Conduct Retirement Readiness Reviews and individual/group presentations to improve retirement outcomes
Document interactions in Salesforce and adhere to compliance guidelines

Required Qualifications

2+ years related experience
Bachelor's degree or equivalent experience
Current FINRA Series 6 and 63 registrations (Series 65 preferred)
Reliable personal transportation for covering the assigned territory
Strong relationship building and territory management skills

Keywords: VirtualVocations, Kalamazoo , Retirement Plan Advisor, Other , Grand Rapids, Michigan

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