Retirement Plan Advisor- Baton Rouge
: Job Details :

Develop strategic partnerships with key contacts in each location and agencies within assigned territory. Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes. Create dynamic business plan and strategy to maximize impact on participants in assigned territory. Define a variety of dynamic needs and challenges by using thoughtful analytics. Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines. Satisfy service level agreements for the plan as well as achieve business results. Work collaboratively across internal service and management teams to improve effectiveness What you will bring 2 years related experience. Bachelor's degree or equivalent experience. FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration)Reliable personal transportation...Retirement, Advisor, Financial Planning, Banking, Territory