FINRA Licensed Retirement Specialist
Company: VirtualVocations
Location: Newark
Posted on: February 1, 2025
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Job Description:
A company is looking for a Retirement Plan Specialist I to work
remotely and assist clients with their financial challenges.
Key Responsibilities
Learn and understand all products in the assigned specialty
area
Explain product options to customers and make recommendations for
routine inquiries
Connect customers with other product specialists for multi-product
needs
Required Qualifications
Bachelor's degree in a business field or equivalent professional
experience
FINRA Series 6, 63, and 65; or Series 7 and 66 at time of hire
Life license (or obtain within 90 days)
One year of experience in the financial services industry
Basic knowledge of financial products related to the assigned
specialty area
Keywords: VirtualVocations, Cherry Hill , FINRA Licensed Retirement Specialist, Other , Newark, New Jersey
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