Bachelor's degree or an equivalent combination of education and professional work experience
2+ years of experience in financial services, retirement planning, or advisory environments
Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
Ability to quickly learn Empower's record keeping system, Salesforce software
FINRA 7 & 66 (or 63 & 65) registrations required
FINRA fingerprinting upon hire
Applicants must be authorized to work for any employer in the U.S.