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Manage documentation and compliance of retirement plans, draft plan documents, ensure compliance with IRS and DOL, consult clients on plan provisions, and improve customer experiences.

As a Financial Advisor, you'll meet clients to plan their financial futures, utilize company-provided technology, and collaborate with co-workers for skill development.

Provide personalized retirement and financial planning to existing and prospective clients, using company-provided tools and marketing support to grow business. Collaborate with district leadership, maintain required licenses, and leverage company resources, technology, and training to build a client base and meet sales goals.

Lead life underwriting for complex individual life insurance applications, assessing medical and financial risk, managing large caseloads, making final approval decisions within authority, supporting broker distribution and sales, training stakeholders, and ensuring excellent customer experience while protecting mortality results.

Lead risk management, compliance oversight, and governance for a dually registered broker-dealer. Develop and maintain policies, support regulatory exams and audits, monitor controls, analyze complaint trends, report to senior leadership, and drive remediation and control enhancements across the business.

Provide personalized retirement and financial planning to existing and prospective clients, use company tools and marketing support to grow business, collaborate with district leadership, and maintain required licenses and compliance with pay-to-play rules.

Provide personalized retirement and financial planning to existing and prospective clients. Use company-provided CRM and planning tools, market services via mail and email campaigns, collaborate with district leadership, maintain required FINRA and state insurance licenses, and meet sales targets while ensuring regulatory compliance.

Provide personalized retirement and financial planning to clients, use company-provided CRM and planning tools, leverage marketing support to grow business, collaborate with district leadership, maintain required licenses and compliance, and travel occasionally to meet clients.

The role involves managing Salesforce product delivery by aligning business needs with technical capabilities, ensuring compliance, and overseeing platform stability and governance. Responsibilities include backlog management, collaboration with agile teams, and coordinating between application teams and support services.

Provide personalized retirement and financial planning services to clients, utilizing technology and marketing support to expand business and improve client satisfaction.