Retirement Plan Advisor
Company: VirtualVocations
Location: Colorado Springs
Posted on: November 14, 2024
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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, Westminster , Retirement Plan Advisor, Other , Colorado Springs, Colorado
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