Job Summary

• Provide objective guidance aligned with the needs of plan sponsors and employees eligible for retirement savings plans.
• Conduct individual and group presentations, including enrollment, age-based financial education, and sophisticated financial literacy meetings.
• Offer a competitive benefits package with immediate access to medical, dental, vision, life insurance, and a 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

Work Rights