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Retirement Plan Specialist
3 weeks ago
Job Description
We seek a seasoned professional with expertise in finance and retirement planning to join our team as a retirement plan specialist. The successful candidate will be responsible for advising clients on financial planning strategies, managing personal financial plans, and implementing retirement plans.
Requirements
- Proven experience in the insurance industry or a related field
- Certified Financial Planner (CFP) designation or equivalent certification
- Strong analytical and problem-solving skills, with the ability to work independently