Career
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:
- Securities registrations – Series 6 and Series 63 (7 & 66 strongly preferred)
- Life & Health Insurance Licenses
- 2 Years proven sales track record ideally in the financial services field preferred
- Characteristics of the candidate will include: Friendly, confident, eager, excitable, smart, talkative, engaging, caring, truthful and endearing
- Desire to assist clients meet their financial and retirement goals
- Determination to become a top producer in the Financial Services Industry and grow as an Adviser with an Independent Broker Dealer: Cambridge Investment Research, Inc.
Qualified candidates are expected to have the following skills:
- Basic understanding of the defined contribution marketplace: 401(k), 403(b), etc.
- Territory management and business development
- Relationship building
- Basic Investment and Financial Planning knowledge
At the Retirement Plan Team, Inc. we provide the tools and resources necessary that will help set you up for future success – including:
- Full access to the brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to efficiently manage your clients’ financial information and plans
- Turnkey marketing services
- Commissions and fee revenue
- Compensation and bonuses provided dependent on length of service
- Independence and the potential to own your own book of business and not captive
Securities and investment advisory services offered through Cambridge Investment Research, Inc.