Virginia Licensed Retirement Advisor
Company: VirtualVocations
Location: Manassas
Posted on: March 28, 2025
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Job Description:
A company is looking for a Retirement Plan Advisor in the
Virginia/DC area.
Key Responsibilities
Conduct Retirement Readiness Reviews and group presentations to
improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders
in assigned territory
Manage meeting schedules and document interactions in Salesforce
for compliance
Required Qualifications
Bachelor's degree or equivalent work experience
3 - 5 years of relevant financial services experience
Strong presentation skills and proficiency in MS Word, Excel,
PowerPoint, and Teams
FINRA Series 6, 63, 65 registrations required within established
timeline
Strong relationship building and territory management skills
Keywords: VirtualVocations, Dale City , Virginia Licensed Retirement Advisor, Other , Manassas, Virginia
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