Retirement Specialist

Remote: 
Full Remote
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Offer summary

Qualifications:

Bachelor's degree in finance, business, or a related field., Strong knowledge of retirement plans and investment strategies., Excellent communication and interpersonal skills., Ability to analyze financial data and provide sound advice..

Key responsibilities:

  • Assist clients in understanding their retirement options and planning strategies.
  • Conduct regular meetings to review client portfolios and adjust plans as needed.
  • Prepare detailed reports on retirement plan performance and recommendations.
  • Stay updated on regulatory changes affecting retirement plans.

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SkyKey Financial http://skykeyfinancial.com
501 - 1000 Employees
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