Retirement Planning Coordinator

3 days ago


Glen Allen, Virginia, United States Kingsguard Capital Full time

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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