Retirement Planning Advisor | 401(k) Specialist

Invictus Direct; New Albany (IN); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Invictus Direct in New Albany, IN is seeking an experienced Financial Advisor specializing in 401K retirement planning. You will advise individuals and businesses, design and implement 401K solutions, and build lasting client relationships.

Requires 3+ years in wealth management, Series 65 or Series 66/7 licenses, and a commitment to CFP certification within 12 months. This is a client-facing, results-driven role with emphasis on fiduciary responsibility.

Formación

• 3+ years in wealth management or financial advising.
• Strong expertise in 401K plans and retirement solutions.
• Licensure: Series 65 or Series 66 and Series 7.
• Willing to pursue CFP within 12 months.
• Excellent interpersonal and communication skills.

Responsabilidades

• Advise individuals and business clients on retirement planning with a focus on 401K design and implementation.
• Serve as the primary point of contact for clients, maintaining strong relationships.

Conocimientos

Client-facing

Analytical skills

Communication skills

Wealth management

Retirement planning

Educación

Series 65 license

Series 66 license

Series 7 license

CFP certification within 12 months

Descripción del empleo

Invictus Direct in New Albany, IN is seeking an experienced Financial Advisor specializing in 401K retirement planning. You will advise individuals and businesses, design and implement 401K solutions, and build lasting client relationships.

Requires 3+ years in wealth management, Series 65 or Series 66/7 licenses, and a commitment to CFP certification within 12 months. This is a client-facing, results-driven role with emphasis on fiduciary responsibility.