Retirement Planning Consultant
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Retirement Advanced Markets &
Planning Consultant.
Key Responsibilities
Conduct Annuity Performance Reviews and support advisors with
JourneyGuide software
Create reports and factfinders to demonstrate the utilization of
annuities in client portfolios
Maintain a structured notes hub and serve as the primary contact
for advisor inquiries regarding advanced planning concepts
Required Qualifications, Training, and Education
Bachelor's degree in business or a related field is required
5+ years of annuity experience or equivalent retail experience
RIA market experience for wholesaling is preferred
Professional designations such as ChFC, CLU, CFP, or RICP are
beneficial
Series 6 & 63 required or Series 7 preferred
Keywords: VirtualVocations, Santa Ana , Retirement Planning Consultant, Professions , Vista, California
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