What are the responsibilities and job description for the Retirement Plan Advisor position at CPS, Inc.?
RETIREMENT PLAN ADVISOR
Experience: 3 years in Retirement Services industry (specifically with Institutional Retirement Plans)
Licensing: FINRA Series 6, 7, 65, or 66 preferred
Professional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.
Responsibilities:
RETIREMENT PLAN ADVISOR
Qualifications:
Experience: 3 years in Retirement Services industry (specifically with Institutional Retirement Plans)
Licensing: FINRA Series 6, 7, 65, or 66 preferred
Professional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.
Responsibilities:
- Sell consulting and fiduciary services in the retirement space
- Provide expert advice on plan governance
- Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.
- Collaborate with clients to understand their unique needs and objectives
- Build a book of business through networking, collaboration with other business units to follow up on warm leads and driving in new business
RETIREMENT PLAN ADVISOR
Qualifications:
- 3 years of experience in the Retirement Services industry
- FINRA Series 6, 7, 65, or 66 licensing preferred
- Professional designations such as AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
- Proven track record in B2B sales within the retirement space
- Strong communication and interpersonal skills
- Desire to win!
