Divisional Retirement Plan Counselor - Detroit/Ohio/Northern Indiana

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

Requirements

• 5+ years of financial services sales experience
• Proven experience in third party distribution, a broad knowledge of the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships
• Proven track of sales success in Retirement Plan Sales
• Skilled communicator and sales experience in the registered investment advisor space
• Knowledge of how to leverage technological resources to create custom analysis
• Licenses: Series 6 or 7 (or willing to obtain Series 7) and Series 63/65 or 66 as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA

Benefits

• Generous time-away and health benefits from day one
• 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones