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Retirement Advisor
Job ID:00004GHY
Category:Accounting
Location:CA Carpinteria
Hours:40 Monday through Friday 8AM to 5PM
Pay:$80,000.00 $80,000.00
Great career opportunity in Carpinteria CA
Job Description
Financial services position with a wide variety of responsibilities including investment advisory, retirement income and investment planning, 401k 403b Plan sales lead generation, client relationship management, marketing and administrative duties.Participant ServicesProvide advice to plan participants about topics which will include asset allocation, 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 plansParticipate in client retention efforts Assist participants in opening additional accounts providing advice to participants to secure rollover assets to plan and other investment assetsRespond and follow-up on inquiries received through our websites and other inquiriesTrack utilization of services, workshop attendance, workshop survey results and individual appointmentsConduct Annual Account Reviews Scheduling and conducting workshops and individual appointmentsKeep current with product offerings and industry trends Execute trade orders as requested by clientsPlan Sponsor ServicesServe as point of contact for Plan Sponsor relationship managementResolve Plan level operational or service issuesDevelop a thorough knowledge of all plan documents and investment optionsAdminister periodic Plan reviews including Plan health reports and investment reviewsWork with employers and marketing staff to coordinate social media and other digital campaigns to promote utilization of servicesQualified Plan Sales SupportAdminister digital marketing campaigns to qualified retire
Skills Required
Bachelors. Minimum 5 years of experience in retirement planning financial services. Licenses required 7 63 66 65. Extensive investment knowledge with familiarity of Qualified Retirement Plans and all IRA types. Friendly, helpful and team oriented.
Skills Preferred
Supervisionmanagement experience preferredLife Insurance license as well as other designations such as CFP preferred