Retirement Plan Advisor
: Job Details :


Retirement Plan Advisor

cps

Job Location : Lincoln,NE, USA

Posted on : 2025-02-12T19:18:35Z

Job Description :

RETIREMENT PLAN ADVISOR$90,000 - $110,000Experience: 3+ years in Retirement Services industry (specifically with Institutional Retirement Plans)Licensing: FINRA Series 6, 7, 65, or 66 preferredProfessional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalentWe are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.Responsibilities:Sell consulting and fiduciary services in the retirement spaceProvide expert advice on plan governanceEngage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.Collaborate with clients to understand their unique needs and objectivesBuild a book of business through networking, collaboration with other business units to follow up on warm leads and driving in new businessIf you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.#LI-KF1

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