Must-Haves

• 2+ years of planning/ advisory experience in a retirement consulting role
• Series 6 or 7
• Series 63 or 66
• SIE
• Life and Health Insurance License
• Willingness to obtain additional FINRA licenses

Day-to-Day:

• Manage 120–150 active clients through the retirement transition process
• Conduct 17–20 meetings per week, including:

8–10 discovery meetings

6–8 solution / plan presentation meetings

2–3 follow-up or miscellaneous meetings

• Advise clients typically 6–12 months from retirement
• Client asset range primarily $100K–$1M
• Manage and advance a year-long sales cycle with strong follow-up discipline
• Collaborate with internal wealth managers and referral partners
• Spend ~4 hours per week supporting inbound client queue
• Track performance again...