Financial Planning and Analysis

• Provides retirement education and advice to the organization's clients and prospects.
• Responsible for asset growth, applicable plan advice, referrals, and ensuring a good client experience.
• Takes inbound calls to help identify product and investment needs.
• Provides advice related to investment, advice, product concerns about retirement accounts and planning.
• Develops and maintains a pipeline of sales opportunities to ensure clients complete account setup steps.

Individual Financial Consultant, Multi-lingual (Spanish)

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