Retirement Plan Specialist - Financial Counselor

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Retirement Plan Specialist – Financial Counselor based in the United States.

Join a client-focused financial services team dedicated to helping individuals make informed decisions about their retirement and financial future.

In this role, you will provide guidance on retirement solutions, account rollovers, and individual retirement accounts while delivering a clear and supportive customer experience.

You will respond to client inquiries, explain financial products, and help customers understand the options available to them.

Working in a remote environment, you will collaborate with experienced professionals and contribute to the team's sales and service objectives.

Through structured training, mentorship, and practical experience, you will strengthen your financial knowledge and advisory skills.

This opportunity is ideal for a motivated financial services professional seeking to develop expertise, expand their licensing credentials, and build a long-term career in financial counseling and retirement planning.