Bachelor's degree or an equivalent combination of education and professional work experience
2+ years of experience in financial services, retirement planning, or advisory environments
Demonstrated success in sales
Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
Ability to quickly learn Empower's record keeping system, Salesforce software
Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation
FINRA fingerprinting upon hire
Applicants must be authorized to work for any employer in the U.S.
