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Senior Retirement Advisor
Location
Illinois + 3 moreAll locations: Illinois, New Jersey, Maryland, Pennsylvania
Posted
13 hours ago
Salary
$100K / year
Seniority
Senior
Job Description
Job Requirements
- Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
- Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.
- Advanced industry designations such as AIF®, CFP®, CPFA®, CEBS®, C(k)P® or similar are strongly preferred.
- Possesses a state Life & Health Insurance License or is willing to obtain within 90 days of hire.
- Minimum of 5 years’ experience as a Financial Advisor, Retirement Plan Advisor, or in a closely related institutional retirement role, with a proven focus on employer‑sponsored plans.
- Proven track record in sales, business development, and client retention within the group retirement or institutional market.
Benefits
- Health insurance
- Professional development opportunities
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