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Benefits offered by this job
Professional development resources
Work-Life Balance Program
Competitive salaries and superior benefits
Job summary
A leading independent financial services firm in Little Rock is seeking an experienced Financial Professional to manage plan sponsor relationships, conduct retirement seminars, and educate clients about investment strategies. Candidates must be Registered Representatives with Series 7 and 66 registrations and must have a strong understanding of defined contribution plans. The role offers competitive salary and benefits, along with significant professional development opportunities.
Qualifications
Qualified candidates must possess skills to prospect and conduct one on one appointments.
Must have ability to conduct retirement and investment seminars.
Desire to assist clients in meeting financial and retirement goals.
Responsibilities
Responsible for 403(b)/457 enrollment and participant education.
Conduct investment strategies and research client service issues.
Build and maintain plan sponsor relationships.
Skills
Strong understanding of the defined contribution marketplace (403(b), 457, 401(a))
Territory management and business development
Relationship building
Fund knowledge and product/pricing knowledge
Education
Registered Representative with experience
Securities registrations – Series 7, 65 & 66
Life & Health Insurance Licenses
Job description
A leading independent financial services firm in Little Rock is seeking an experienced Financial Professional to manage plan sponsor relationships, conduct retirement seminars, and educate clients about investment strategies. Candidates must be Registered Representatives with Series 7 and 66 registrations and must have a strong understanding of defined contribution plans. The role offers competitive salary and benefits, along with significant professional development opportunities.