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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 financial services firm in Miami is seeking a Financial Professional to manage plan sponsor relationships and assist clients in achieving their retirement goals. Candidates should have experience with defined contribution plans and possess necessary securities registrations. This role offers competitive salaries and professional development opportunities, ensuring long-term career growth in a supportive environment.
Qualifications
Registered Representative with experience working defined contribution plans preferred.
Desire to assist clients in meeting financial and retirement goals.
Responsibilities
Responsible for 403(b)/457 enrollment and retirement strategies.
Conduct retirement and investment seminars.
Skills
Understanding of the defined contribution marketplace
Territory management and business development
Relationship building
Education
Securities registrations – Series 7, 65 & 66
Life & Health Insurance Licenses
Job description
A leading financial services firm in Miami is seeking a Financial Professional to manage plan sponsor relationships and assist clients in achieving their retirement goals. Candidates should have experience with defined contribution plans and possess necessary securities registrations. This role offers competitive salaries and professional development opportunities, ensuring long-term career growth in a supportive environment.