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CPS Inc
Phoenix, AZ, United States
Posted: 01/30/2024 Industry: Employee Benefits & Retirement Services Job Number: SA24.1.17.4 Experience: Job Description National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and p
Job Source: CPS IncCps4jobs
Phoenix, AZ, United States
Retirement Plan Consultant - REMOTE National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retir
Job Source: Cps4jobsCPS Inc
Phoenix, AZ, United States
Phoenix , AZ Posted: 03/27/2024 Industry: Employee Benefits & Retirement Services Job Number: ME24.3.27.3 Pay Rate: Base $65k - $80k (possibly more) Remote Friendly: Experience: Job Description Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to fam
Job Source: CPS IncConfidential
Phoenix, AZ, United States
Job Description Job Description Salaried Financial Advisor / Retirement Plan Sales Consultant Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Are you looking to become a specialist instead of a generalist? This is a retirement sales position
Job Source: ConfidentialLincoln Financial Group
Phoenix, AZ, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72965 The Role at a Glance We are excited to bring on an Account Manager to our Retireme
Job Source: Lincoln Financial GroupHUB International
Scottsdale
As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and then recommend an appropriate strategy. You will also be involved in working with a team of retirement plan
Job Source: HUB InternationalEquitable
Scottsdale, AZ, United States
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work
Job Source: EquitableLincoln Financial Group
Scottsdale
**Alternate Locations:** US West; Denver, CO (Colorado); Irvine, CA (California); Los Angeles, CA (California); Phoenix, AZ (Arizona); Portland, OR (Oregon); Sacramento, CA (California); San Diego, CA (California); San Francisco, CA (California); Scottsdale, AZ (Arizona); Seattle, WA (Washington) **Work Arrangement:** Remote : Work at home employee
Job Source: Lincoln Financial GroupScottsdale, AZ, United States
CPS, Inc. http://www.cps4jobs.com http://www.cps4jobs.com USD 90000 130000 YEAR true Retirement Plan Advisor Scottsdale , AZ US | Work from home flexibility TELECOMMUTE US
Posted: 01/31/2024 2024-01-31 2024-02-29 Industry: Employee Benefits & Retirement Services Job Number: 1.24 8 KEF Pay Rate: $90,000 - $130,000 Experience: 5 years or greater Job Description RETIREMENT PLAN ADVISOR
Experience: 3+ years in Retirement Services industry (specifically with Institutional Retirement Plans)
Licensing: FINRA Series 6, 7, 65, or 66 preferred
Professional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.
Responsibilities:
Sell consulting and fiduciary services in the retirement space
Provide expert advice on plan governance
Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.
Collaborate with clients to understand their unique needs and objectives
Build a book of business through networking, collaboration with other business units to follow up on warm leads and driving in new business
If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.
#LI-KF1
Job Requirements RETIREMENT PLAN ADVISOR
Qualifications:
3+ years of experience in the Retirement Services industry
FINRA Series 6, 7, 65, or 66 licensing preferred
Professional designations such as AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
Proven track record in B2B sales within the retirement space
Strong communication and interpersonal skills
Desire to win!
#LI-KF1
Meet Your Recruiter Kristine Fornek
Senior Executive Recruiter / Market Specialist SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates. There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career. I LOVE making those connections!
HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.
(312) 637-2835
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Retirement Plan Advisor jobs in Scottsdale, AZ, United States
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