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Benefits offered by this job
Professional development resources
Access to existing client base
Technology and systems for client management
Job summary
A leading financial services firm in Omaha is seeking a Financial Professional to manage relationships with plan sponsors and assist clients in achieving their retirement goals. The ideal candidate is a Registered Representative with experience in defined contribution plans and possesses strong relationship-building skills. This position offers competitive compensation and support to help you succeed in the financial services industry.
Qualifications
Experience working defined contribution plans, including 403(b), 457, and 401(a).
Securities registrations – Series 7, 65 & 66 preferred.
Desire to assist clients with their financial and retirement goals.
Responsibilities
Work plan sponsor relationships and assist in retail wealth management.
Conduct retirement and investment seminars.
Research client service issues and investment questions.
Skills
Strong understanding of the defined contribution marketplace
Relationship building
Territory management and business development
Education
Registered Representative
Life & Health Insurance Licenses
Job description
A leading financial services firm in Omaha is seeking a Financial Professional to manage relationships with plan sponsors and assist clients in achieving their retirement goals. The ideal candidate is a Registered Representative with experience in defined contribution plans and possesses strong relationship-building skills. This position offers competitive compensation and support to help you succeed in the financial services industry.