Retirement Planning Cnslt I - Client Team (Austin, TX)
$66,000–$80,000 year
Remote · Austin, Texas, United States
Job Summary
Provides dedicated on-site support, educational and advisory services for a major client at one or more locations, delivering group education meetings, workshops, webinars, enrollment meetings and one-on-one retirement planning with employees; promotes Transamerica products/services, explains fund objectives and performance, and supports asset retention and plan rollovers within fiduciary guidelines; collaborates with HR and management, promotes Managed Advice, and may refer opportunities to the Transamerica Advice Center; requires FINRA licenses, appropriate certifications (RPA/CRPC, CFP/CRC/etc.), and experience in financial services with strong communication and planning skills.
Required Qualifications
- Bachelor’s degree in a related field or equivalent business experience
- FINRA Series 6 or 7
- FINRA Series 63 or obtain within six months
- Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC), or obtain within 12 months
- Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC
- Three years of financial services or related experience
- Strong communication and interpersonal skills
- Presentation skills to support the sales process
- Self-motivated to drive toward set targets
- Organization and time-management skills
- Ability to quickly learn new systems/technology
- Remote (Field/Travel) work environment
- Occasional Travel <10%
- Local travel may be required
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