Planning and Advice Associate
PlanningandAdviceAssociate
The Brief
“Planning and Advice Associate at Planning and Advice Associate. Skills: planning, advice, customer service, sales. Build relationships with 401(k) participants. Guide clients using planning tools”
What They're Looking For.
Must Have
FINRA SIE, Series 7, Series 66
What You'll Do.
Build relationships with 401(k) participants
Guide clients using planning tools
Handle inbound service calls
Conduct outbound outreach
Introduce customers to business partners
Set planning appointments
Discuss market trends
Manage and prioritize day
How You'll Work.
Communication Scope
communication skills
Free ATS check
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