Wealth Consultant

Serve as the primary point of contact for participants who have separated from service or are nearing retirement. Provide objective retirement readiness consultations and education to help them identify the best financial outcomes, such as staying in their plan, rolling over to a new plan, or cashing out, all within a FINRA/DOL best interests environment.

• Provide retirement readiness consultations and education to separated participants and near retirees
• Identify appropriate financial outcomes (stay in plan, roll over, cash out)
• Service general transactional needs and provide investment guidance
• Partner with internal teams for strategy implementation (In Plan Advice, Consolidation, Rollover)
• Requires Series 6, 63, 7, 65/66 and CRPC designation
• 3-5 years of financial services experience preferred

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.