State Licensed Retirement Planner
Company: VirtualVocations
Location: Chesapeake
Posted on: April 1, 2025
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Job Description:
A company is looking for a Retirement Planner to assist clients
with their retirement readiness and advisory services.
Key Responsibilities
Support managed account campaigns through inbound/outbound calls to
educate participants
Identify and follow up on opportunities to contract additional
client assets and provide retirement planning discussions
Document client conversations for business and relationship
development and adhere to compliance procedures
Required Qualifications
2 years of financial industry experience
FINRA 7, 65, & 63 registrations required
Goals and results-oriented with accountability for retention and
asset growth
Availability to work during hours of 8 am to 9 PM ET
Bachelor's Degree and/or equivalent work experience preferred
Keywords: VirtualVocations, Chesapeake , State Licensed Retirement Planner, Other , Chesapeake, Virginia
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