What are the responsibilities and job description for the Financial Retirement Advisor position at Forrest T. Jones & Company?
Position Summary
Establish, maintain, and enhance relationships with education institutions and other non-profit entities to increase 403(b) and 457 retirement plan participation on behalf of both FTJ Retirement Advisors and FTJ. Work with employees, individuals and their families to prepare financially for retirement and various life events. Work out of main FTJ office in Kansas City, MO.
Primary Responsibilities
- Recruit new and grow existing assets under management.
- Meet with prospects and existing clients to discuss their financial goals, educate and answer questions about various investment options and potential risks.
- Meet with School Districts and non-profit organizations providing financial planning education designed to improve 403(b)/457(b) plan participation rates.
- Assess the financial needs of individuals and assist them with developing a financial plan.
- Memorialize and input prospect and client communication into CRM
- Perform other related duties as assigned and required
Competencies
- Ability to work independently and with a strong internal drive for achievement
- Requires excellent oral and written communication skills and the ability to make effective presentations to specific target groups
- Proficient in Excel, Word, and PowerPoint
Requisites
- Series 6 or 7, 63, & 65/66 or able to obtain within first 90 days of employment.
- Missouri and/or Kansas Life and Health licenses.
- Prior work experience in mutual funds, annuities, and Life Insurance.
- Prior work with group benefit plans and 501(c)(3) organizations preferred.
We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more.
We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.
ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.
