Retirement Advisor

We are currently seeking an Retirement Advisor to fill a vacant position with one of our Client, located in Carpinteria, CA. If you possess the necessary qualifications and are interested in pursuing this opportunity, we kindly request that you provide us with your most up-to-date resume. We appreciate your consideration and look forward to potentially working with you.

Job Description

As a Retirement Advisor, you will have the important role of providing financial services and support remotely to clients nationwide from the main office location in Carpinteria. This is a Financial Services position with a wide variety of responsibilities including financial planning, retirement income and investment planning, 401k 403b Plan sales lead generation, client relationship management, prospecting and marketing duties. Provide advice to prospects, existing clients and plan participants about topics which will include asset allocation, advisory services, mutual funds, market volatility, avoiding common investment mistakes, account performance, rebalancing, dollar-cost-averaging, withdrawal strategies, beneficiary designation, required minimum distributions, plan loans, etc. Provide Retirement Income and Investment Planning Services to people who are transitioning into retirement including budgeting of retirement expenses, examining available assets and income and risk tolerance assessments. Prepare Retirement Analysis Reports using planning software PRP etc.. Enroll Participants into qualified employer retirement plans. Participate in client retention efforts. Assist participants in opening additional accountsproviding advice to participants to secure rollover assets to plan and other investment assets. Respond and follow-up on inquiries received through our websites and other inquiries. Track utilization of services, workshop attendance, workshop survey results and individual appointments. Conduct Annual Account Reviews. Scheduling and conducting workshops and individual appointments. Keep current with product offerings and industry trends. Execute trade orders as requested by clients. Assist Financial Centers to proactively develop new business with existing clients. Other duties as assigned. Starting salary is typically a base of 70,000 annually with additional variable compensation. First years compensation is estimated at 135,000. Skills Required

HS Diploma or GED. 2+ yrs of exp in retirement planning, advising or financial services. Investment knowledge of Qualified Retirement Plans, IRAs and taxable investments. Detailed. Strong communication skills.