Full-time
Director, Retirement Advisor
Royalty Medical Solutions
N/A
We currently have an opportunity for a Retirement Advisor with a client of ours.
You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Essential Functions and Responsibilities:
- Act as a business consultant to insurance and investment companies in product designs and distribution.
- Communicating with clients to determine their financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Working with government contractors subject to the Service Contract Act.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising...