Retirement Planner
Core
Deliver client conversations regarding retirement readiness, enroll participants in managed account campaigns, and retain clients in advisory services.
Role type
Senior IC Retirement Planner / Financial Advisor
Builds
Managed account offerings and client advisory services
Domain
Financial Services / Retirement Planning
Required skills
Client relationship management, retirement planning, compliance adherence, sales execution, asset management, financial education
Preferred skills
Bachelor's degree, fully licensed status, Chartered Retirement Planning Counselor (CRPC) designation
Technologies
FINRA registration systems, managed account platforms
Responsibilities
Conduct inbound/outbound calls to educate participants on retirement readiness, identify opportunities to contract additional client assets, document client information for follow-up, adhere to compliance and risk procedures, enroll participants in managed account offerings, act in a dually registered capacity for Advisory and Retail clients
Seniority
Mid-level, hands-on IC