Financial Retirement Advisor

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

Requisites

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.