Forrest T. Jones & Company · 4 hours ago

Retirement Advisor, Southeast Territory

Springfield-Branson, Missouri Area

Full-time

Remote

Entry, Mid Level

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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 employer plan sponsors both in 'for-profit' and 'non-profit' organizations providing financial planning education designed to increase employee participation.

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.

Qualification

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Series 65/66Life insurance licenseFinancial planningMutual fundsAnnuitiesLife Insurance501(c)(3) organizationsExcelWordPowerPoint