Director, Retirement Planner
Texas, United States of America
Full Time
1 hour ago
No Visa Sponsorship
Key skills
Sales
About this role
Role Overview
- Facilitate high-quality 1:1 meetings with retirement plan participants
- Provide basic plan overviews and more complex income planning and portfolio reviews
- Understand the client’s unique financial situation and provide personalized solutions
- Partner with the team to deliver high levels of customer satisfaction and grow business
Requirements
- Bachelor’s degree preferred or equivalent work experience
- 5 years minimum investment sales/financial planning experience
- Series 7,63 (required)
- 65/66 within 90 days of hire
- In pursuit of Certified Financial Planner (CFP) Or Chartered Retirement Planning Counselor (CRPC) designation within 90 days of hire if you do not currently possess it.
- Proven track record in generating sales and managing relationships with high-net-worth clients
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities