Retirement Planning Consultant

3 weeks ago


Raleigh, North Carolina, United States Atria Wealth Solutions Full time

Atria Wealth Solutions seeks a Retirement Planning Consultant to help our clients achieve their long-term financial goals. This is a full-time position with an estimated annual salary of $85,000 - $115,000.

About the Role

The successful candidate will work closely with our team to assess clients' retirement readiness, create personalized plans, and implement strategies to achieve their goals. They will also develop relationships with key stakeholders, including SEGs and community associations, to drive business growth.

Key Responsibilities:
  • Assessing clients' retirement readiness and creating personalized plans
  • Implementing strategies to achieve clients' retirement goals
  • Developing relationships with key stakeholders to drive business growth
  • Staying up-to-date on industry trends and best practices to provide exceptional service
Requirements

To be successful in this role, you must have at least five years of experience in retirement planning or a related field. A bachelor's degree in Finance, Economics, or a related field is required, as well as relevant certifications, such as the Certified Financial Planner (CFP) designation. Strong communication and interpersonal skills are essential for building strong relationships with clients and stakeholders.



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