Remote Jobs
R20059581 Retirement Plan Specialist I (Financial Advisor) (Remote)
6 days agoWhat's your preference?
Job Description
- Req#: R20059824
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $95,000 per year
- Opportunity for bonuses based on performance
- Comprehensive benefits package including medical, dental, and vision insurance
- Remote work flexibility, allowing you to work from home
- Paid Time Off starting at 160 hours annually, with 10 paid holidays
- Career training and development opportunities available
What to Expect (Job Responsibilities):
- Learn and understand all products in the assigned specialty area, including competitive offerings and regulations
- Explain product options to customers and ensure they understand routine inquiries; make recommendations as needed
- Identify multi-product needs and connect customers with relevant product specialists
- Collaborate with relationship managers and fulfillment analysts to initiate product requests
- Provide education and guidance to customers regarding retirement product solutions
What is Required (Qualifications):
- Bachelor's degree in a business field or equivalent professional experience
- FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states)
- Life license (or ability to obtain within 90 days)
- Minimum of one year of experience in the financial services industry
- Basic knowledge of financial products related to the assigned specialty area
How to Stand Out (Preferred Qualifications):
- CFP and/or CRPC certification
- Familiarity with CRM systems such as Salesforce.com and digital financial advice platforms
#FinancialServices #RemoteWork #CareerGrowth #CompetitiveCompensation #DiversityAndInclusion
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