Strategic Retirement Plan Consultant
LPL Financial LLC
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Benefits offered by this job
Job summary
LPL Financial LLC in Fort Mill is seeking a Retirement Consultant to act as a strategic specialist in retirement plan services. You will enhance advisor capabilities through practice-management support, focusing on retirement partner solutions and driving client engagement.
The ideal candidate has a strong background in the retirement industry, consultative sales experience, and solid knowledge of fiduciary responsibilities. The position requires proficiency with tools like Salesforce CRM and the Microsoft Office Suite, aiming to optimize advisor performance and client experiences.
Qualifications
- Minimum 5 years in the retirement industry, 3 of those in a related environment.
- Understanding of ERISA and fiduciary standards.
- Ability to engage and manage advisor relationships effectively.
Responsibilities
- Provide practice-management support to enhance advisor capabilities.
- Execute outreach strategies to deepen Advisor engagement.
- Deliver consultative guidance for retirement business growth.
Skills
Education
Tools
Job description
LPL Financial LLC in Fort Mill is seeking a Retirement Consultant to act as a strategic specialist in retirement plan services. You will enhance advisor capabilities through practice-management support, focusing on retirement partner solutions and driving client engagement.
The ideal candidate has a strong background in the retirement industry, consultative sales experience, and solid knowledge of fiduciary responsibilities. The position requires proficiency with tools like Salesforce CRM and the Microsoft Office Suite, aiming to optimize advisor performance and client experiences.
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