As a Retirement Specialist you will be working closely over the phone to educate current customers on their existing investment plans and engage existing account holders regarding new strategies to meet their short-term and long-term financial goals. You will have the opportunity to conduct comprehensive financial planning for clients to help them achieve and reach their goals for retirement all while driving new business to the organization.
The Financial Consultant is a key member of the investor center team. Your primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts.