Wealth Management Specialist
1 week ago
About Our Mission
As a leading provider of financial services to U.S. military members and their families, we strive to deliver exceptional guidance on retirement income solutions.
We operate under the principles of honesty, integrity, loyalty, and service to ensure our clients receive top-notch support.
Job Description:
This role entails assessing clients' current retirement income needs, providing advice, and making recommendations to enhance their financial stability.
Responsibilities:
- Analyze clients' financial situations to pinpoint areas for improvement.
- Collaborate with clients to develop customized plans that maximize their retirement income.
Work Arrangement:
Full-time positions are available with 5 days of office work per week and an option to adjust your schedule after 6 months.
Candidates can choose from multiple locations across the United States.
Requirements:
- A High School Diploma or equivalent is required.
- Licenses: Life/Health license and FINRA Series 7 and 66 (or 63 and 65) licenses.
- Minimum 4 years of experience in the financial industry and/or sales.
Preferred Qualifications:
- US military experience.
- 3+ years of direct Annuity Sales Experience.
- The Retirement Income Certified Professional Designation (RICP).
Benefits:
A competitive salary range of $90,977 - $168,853, comprehensive benefits, career path planning, and access to professional development resources.
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