Virginia Licensed Retirement Advisor

Company: VirtualVocations
Location: Elgin
Posted on: April 6, 2025

Job Description:

A company is looking for a Retirement Plan Advisor in the Virginia/DC area.
Key Responsibilities

Conduct Retirement Readiness Reviews and group presentations to enhance retirement outcomes
Develop and maintain strategic partnerships with key stakeholders within the assigned territory
Document interactions in Salesforce and achieve individual and plan-level goals to meet service agreements

Required Qualifications

Bachelor's degree or equivalent work experience
3 - 5 years of relevant financial services experience
Strong presentation skills and proficiency in MS Word, Excel, PowerPoint, and Teams
FINRA Series 6, 63, 65 registrations required within established timeline
Strong relationship building and territory management skills

Keywords: VirtualVocations, Evanston , Virginia Licensed Retirement Advisor, Other , Elgin, Illinois

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