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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing financial counseling and advice, with a strong focus on pension plans, investment options, and tax strategies. Capable of building relationships with clients and institutional sponsors while delivering exceptional customer service in both in-person and virtual settings.
Highest-signal resume keywords
FINRA Series 7 RegistrationFINRA Series 63 RegistrationLife and Health Insurance LicenseFinancial Planning AdviceKnowledge of Tax and Investment Strategies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial CounselingPension PlansTax-Deferred AnnuitiesMutual FundsIRAs529 Plans403(b) PlansInvestment OptionsCustomer ServiceTransaction Execution
Soft Skills
CommunicationRelationship BuildingCustomer Service
Certifications & Qualifications
FINRA Series 7FINRA Series 63Life and Health Insurance License
Industry Keywords
Financial CounselingInvestment StrategiesHybrid-Flex ArrangementInstitutional Plan SponsorsRegional Travel
About the role
Key responsibilities & impact- Provide in-person and virtual financial counseling to participants, new entrants, prospects, beneficiaries, and their legal and financial representatives
- Advise clients on pension plans, tax-deferred annuities, and investment options to help retain and increase assets
- Educate, recommend, and facilitate purchases of mutual funds, annuities, IRAs, 529 and 403(b) plans, bank products, life insurance, and other products
- Provide customer service and execute transaction and service requests
- Apply tax and investment strategies to financial advice based on client needs and objectives
- Communicate internally with cross-business partners to develop and implement products and services
- Develop and maintain relationships with institutional plan sponsors
- Cover institutions aligned to regional structures
- Work in person and remotely under a hybrid-flex arrangement
Requirements
What you’ll need- 3+ years of work experience required
- University degree preferred
- FINRA Series 7 and Series 63 registrations
- Life and Health Insurance License (Resident State) required within 120 days
- Ability to provide financial planning advice via in-person, phone, and video chat
- Knowledge of tax and investment strategies
- Knowledge of pension plans, tax-deferred annuities, mutual funds, annuities, IRAs, 529 plans, 403(b) plans, bank products, and life insurance
- Ability to travel regionally to client institutions at least 3 days per week
- Ability to travel occasionally up to 25% of the time outside the assigned territory
- Sedentary work capability
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Incentive program linked to performance, potentially including annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans
- Hybrid flex work arrangement
- Learning experiences and development pathways
- AI tools and future-focused skills development