Retirement Planning Coordinator
3 days ago
About the Job
We're seeking a skilled Retirement Planning Coordinator to join our team at Kingsguard Capital. In this role, you will support our advisors in developing comprehensive financial plans for retirees.
Key Responsibilities
- Gather information from clients to determine their financial goals, status, cash flow, and expectations.
- Analyze client data to identify potential life changes and changing financial needs.
- Design customized financial plans suitable for each client based on their individual circumstances.
Requirements
- A Bachelor's degree in business administration, finance, or a related field is required.
- Strong analytical and problem-solving skills, with excellent attention to detail.
- Valid professional licenses such as CPA, CFP, and FINRA Series 7 and 66 are required.
What We Offer
- $45,000 - $65,000 salary range.
- A dynamic work environment with opportunities for growth.
- Competitive benefits package.
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