Junior Financial Advisor
Retirement Planning Adviser and Retirement Plan Enrollment Specialist
The Retirement Plan Team, Inc. is a specialized privately held Financial Services firm in the defined contribution & defined benefit business. We are currently seeking a Junior Advisor to join our team in the Quad Cities of Illinois/Iowa area to team with a Senior Advisor to work plan sponsor and participant relationships in the education and corporate markets. We provide an exceptionally warm referral base of client opportunities for the right candidate.
The candidate will be responsible for retirement plan enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling appointments, recommend and implement investment strategies, research client service issues and investment questions. The candidate will have the ability to conduct retirement and investment seminars and provide education at the workplace.
To be eligible for the Financial Advisor role, candidates must possess the following qualifications:
Qualified candidates are expected to have the following skills:
At the Retirement Plan Team, Inc. we provide the tools and resources necessary that will help set you up for future success – including:
Securities and investment advisory services offered through Cambridge Investment Research, Inc.