Retirement Plan Advisor

4 days ago


Union Valley, Texas, United States Financial & Realty Services, LLC Full time
Job Description

F inancial & Realty Services, LLC is recruiting a Retirement Plan Advisor to join our team. As a Retirement Plan Advisor, you will work closely with clients to understand their retirement goals and develop customized plans to help them achieve those goals.

Key Responsibilities

  • Analyze clients' financial data and develop comprehensive retirement plans that take into account their income, expenses, assets, and liabilities.
  • Recommend investment strategies and insurance products to help clients achieve their retirement goals.
  • Monitor clients' retirement plan performance and make adjustments as needed to ensure they stay on track.

Requirements

  • Bachelor's degree in business, finance, communications, marketing or a related field.
  • Maryland Life & Health; FINRA Series 6, 63 and 65 licensed.
  • Minimum of two years' experience in a relationship/sales-driven position, preferably in a sales call center environment and financial services background.

Salary Range: $65,000 - $85,000 per year, based on experience.



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