Job Summary

• The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.
• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
• This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match.

Matching Summary

Salary

Base: Salary paid position; Bonus/Equity: Incentive bonus opportunity available; Benefits: Competitive benefits package

Skills & Requirements

Key Requirements

• High school diploma or GED required
• Bachelor's Degree preferred
• Series 7, Series 66 preferred
• Appropriate state insurance licenses required
• CFP, ChFC or similar designations desirable
• Bilingual Spanish/English skills a plus
• Must not have made disqualifying political contributions

Work Rights