Financial Planner - Retirement Solutions (Public/Government Sector)
Core
Support Registered Representatives and Investment Advisor Representatives by producing needs assessments and financial plans in writing to drive a consistent sales process and identify cross-sell opportunities.
Role type
Financial Planner (Retirement Solutions)
Builds
Comprehensive financial plans and needs-based assessments for clients and sales representatives
Domain
Financial Services / Retirement Planning
Required skills
Financial planning software proficiency, Retirement income plan development, Regulatory compliance knowledge, Product recommendation analysis, Client needs assessment, Sales process support
Preferred skills
Property and casualty distribution knowledge, Complex technical research capabilities, Training delivery skills
Technologies
Profiles, Money Guide Pro, Financial planning software
Responsibilities
Advise customers and sales representatives on retirement income plan development; Review and prepare comprehensive financial plans using approved software; Develop and conduct producer training; Research complex technical questions on products, tax, and Social Security; Compile marketing intelligence and sales activity data; Maintain detailed records of customer interactions and recommendations.
Seniority
Mid-level, individual contributor