Sr Retirement & Income Planning Consultant

Company: Advisor Group Inc.
Location: Atlanta
Posted on: May 28, 2023

Job Description:

Growth-Oriented Opportunity in Retirement Income Planning Retirement Income ConsultantLocation(s): All company locations or remote within the United States. Role Type: Full Time. Summary: We are looking for a highly motivated individual who thrives in a competitive team environment. In this role, you will be an integral resource for independent financial professionals to help them enhance and grow their businesses with retiring clients and prospects. Our team specializes in retirement income strategies, platforms and concepts that enable our financial professionals become retirement income specialists in their communities. The ideal candidate for this role will have a robust knowledge of financial planning concepts, apply those concepts to real-life client cases and be able to teach their proficiencies to financial professionals.Why Advisor Group?

• Competitive salary and annual bonus paid based on performance
• Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
• Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
• 401(k) match from day one of employment
• Referral bonuses if we hire your referred applicants to our open positions
• An enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day-to-day work
• Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring eventsResponsibilities:
  • Present and market our current retirement income planning process to financial professionals
  • Assist financial professionals with constructing individualized income plans for their clients and prospects
  • Analyze facts of individual client cases and provide thoughtful solutions as it relates to retirement income planning
  • Present knowledge, expertise and processes at company events and conferences
  • Refer to and coordinate with other internal teams and partners to help implement retirement income plansEducation Requirements:
    • High School Diploma or equivalent (GED) requiredBasic Requirements:
      • FINRA Series 7 and 66 (65 & 63)
      • Minimum 3 years of financial planning or financial consulting experience
      • Minimum 3 years of sales experience
      • Sound knowledge and application of wealth management product solutions including annuities, bond ladders and advisory portfoliosPreferred Requirements:
        • CFP - or relevant designationBe A Part Of The Team Behind Our Success! At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.Equal Opportunity Employer
          Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
          Eligibility
          Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.
          Unqualified Applications
          Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
          Recruiting Agencies
          Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

Keywords: Advisor Group Inc., Atlanta , Sr Retirement & Income Planning Consultant, Professions , Atlanta, Georgia