Remote Retirement Plan Specialist – AI-Driven FinTech
Naukri Mitra
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Benefits offered by this job
Job summary
Naukri Mitra seeks an Online Retirement Plan Specialist to guide clients through AI-driven retirement options. This remote, full-time role relies on predictive analytics to tailor strategies, with emphasis on real-time data and secure cloud-based platforms.
The ideal candidate has 3+ years in digital retirement advisory, strong communication, and proficiency in data visualization and financial modeling. Remote-first culture, ongoing certifications, and flexible hours are offered.
Qualifications
- Bachelor's degree in Finance, Business Administration, or related field.
- 3+ years in digital retirement advisory or wealth management.
- Remote-first work capability and strong communication.
- Experience with data visualization and predictive analytics.
Responsibilities
- Tech-enabled consultation using AI-driven dashboards.
- Conduct video sessions and secure online client interactions.
- Monitor investments and suggest allocations with analytics.
- Ensure compliance with regulatory requirements and reporting.
- Engage clients through app-based alerts and webinars.
Skills
Education
Tools
Job description
Naukri Mitra seeks an Online Retirement Plan Specialist to guide clients through AI-driven retirement options. This remote, full-time role relies on predictive analytics to tailor strategies, with emphasis on real-time data and secure cloud-based platforms.
The ideal candidate has 3+ years in digital retirement advisory, strong communication, and proficiency in data visualization and financial modeling. Remote-first culture, ongoing certifications, and flexible hours are offered.
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