[Remote] Financial Planner - Retirement Solutions
Note: The job is a remote job and is open to candidates in USA. reputed company Financial is a Fortune 100 company that focuses on helping individuals and businesses prepare for their financial futures. The Financial Planner role involves supporting the Retirement Solutions team by advising clients on retirement income plans, preparing financial assessments, and ensuring compliance with regulatory requirements.
Responsibilities
- Advises customers and internal and external sales representatives on retirement income plan development. This will include explanation of product features and administrative procedures required with products currently owned and making appropriate new product recommendations, if applicable
- Reviews and/or prepares comprehensive financial plans and needs based assessments by entering data for proposals using approved financial planning software
- Prepares alternatives and recommendations while also framing the plan for presentation/delivery to the client
- Partners with Sales to ensure awareness of open proposals with producers to drive status and outcome
- Develops and conducts producer training in the corporate office and in the field
- Meets reputed company regulatory requirements, supports and coordinates under applicable laws, rules and regulations
- Adheres to reputed company firm compliance and supervisory policies, including but not limited to, anti-reputed company/Office of Foreign Asset Control and/or privacy policies and procedures
- Compiles marketing intelligence, including sales activity, production, frequently asked questions and objections raised by customers
- Researches reputed company technical questions for sales force on products, planning issues, tax issues, Social reputed company and other retirement financial concerns
- Conducts periodic retirement planning seminars for customers and producers both virtually and travels to locations to conduct in person upon request
- Assists in entity-level presentations (in writing or in person) where information on retiree services is required
- Maintains awareness of changing legal environment as it impacts investments, retirement plans and insurance products. Work with appropriate areas (compliance, communications, advice, systems, sales, administration) to ensure ongoing compliance
- Acts as a technical resource to communications on retiree marketing efforts
- Maintains detailed records of customer interactions, recommendations and actions according to appropriate regulations
- May reputed company other duties as assigned
Skills
- Certified Financial Planner (CFP) designation
- FINRA 6, 63, 65 (or 7/66) & life insurance licenses
- Bachelor's degree in finance
- Two years of experience in the financial services industry with specialization in financial planning
- Knowledge of Profiles or Money Guide Pro or similar financial planning software
- An in-depth understanding of the industry, financial concepts, product knowledge, investment management and client service strategies desired
- Knowledge of investment products
- Familiarity with property and casualty distribution a plus
- Superior analytical, organizational, research, initiative and multi-tasking skills
Benefits
- Medical/dental/reputed company
- Life insurance
- Short and long term disability coverage
- Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
- Nine paid holidays
- 8 hours of Lifetime paid time off
- 8 hours of reputed company Day paid time off
- 401(k) with company match
- Company-paid pension plan
- Business casual attire
Company Overview
Company H1B Sponsorship