Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own
Job Summary
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
The Retirement Strategy Consultant - RPAT will provide consultations and advice on foundational financial topics to plan participants.
We offer an array of diverse and inclusive benefits regardless of where you are in your career.
Matching Summary
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
Salary
Base: $60,000.00 - $78,000.00; Bonus/Equity: Non-sales positions opportunity to participate in a bonus program. Sales positions eligible for sales incentives; Benefits: Medical, dental, vision and life insurance, 401(k) plan with company matching, tuition reimbursement
Skills & Requirements
Must-have
Fiduciary investment advice
Retirement readiness education
Managed Account Services solutions
Increase assets under management
Dually licensed advisory and broker dealer
Proactive client discussions
Nice-to-have
Welcoming and inclusive environment
Purpose, well-being, and work-life balance
Internal mobility encouragement
Volunteering for causes
Key Requirements
FINRA Series 7 and 66 registrations
FINRA fingerprinting required
3+ years financial industry experience
Bachelor's Degree and/or equivalent work experience
Work Rights
Must be authorized to work for any employer in the U.S.