Industry: Employee Benefit Consulting Services,Payroll Service,Retirement Planning Services

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

To apply to this job please click the button

Full Job Description

TaylorSolutionGroup Job Advertisement: Retirement Planning Services Advisor

About Us

TaylorSolutionGroup is a leading consulting firm in the Employee Benefit, Payroll, and Retirement Planning Services industry. With over 10 years of experience, we have helped numerous businesses and individuals achieve their financial goals through customized solutions tailored to their specific needs.

Job Title: Retirement Planning Services Advisor

Job Description

As a Retirement Planning Services Advisor at TaylorSolutionGroup, you will play a crucial role in helping clients plan for their financial future. You will be responsible for providing expert guidance on retirement planning strategies, investment options, and estate planning to ensure our clients have a secure and comfortable retirement.

Key Responsibilities

• Conduct in-depth financial assessments for clients to understand their current financial situation and retirement goals
• Develop personalized retirement plans that align with clients’ objectives and risk tolerance
• Recommend investment products and strategies to optimize clients’ retirement savings
• Monitor clients’ accounts regularly and adjust plans as needed based on market conditions and life changes
• Provide ongoing education and support to help clients make informed decisions about their retirement plans
• Collaborate with other team members to ensure a comprehensive approach to retirement planning

Qualifications

• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in retirement planning or financial advisory
• Strong knowledge of retirement planning products, investment strategies, and tax implications
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

At TaylorSolutionGroup, we value our employees and offer a competitive benefits package, including:

• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Professional development opportunities
• Flexible work schedule
• Employee discounts on financial products and services

Apply Now

If you are passionate about helping clients achieve their retirement goals and have the qualifications and experience to succeed in this role, we invite you to apply on this page. Join the TaylorSolutionGroup team and make a positive impact on the financial future of individuals and businesses. Start your rewarding career in retirement planning services today!