Manager Retirement Advisor Jobs in Georgia

Manage existing client assets, providing ongoing portfolio management and making recommendations as needed.

Present and explain the benefits of fixed equity-indexed annuity products, life insurance policies, and other relevant financial products.

Leverage our comprehensive and competitive product portfolio to offer tailored solutions that meet the specific needs of each client.

Ability to ACAT and manage existing client assets

3 Years + of Industry Experience

Knowledge of fixed equity-indexed annuity products, life insurance, model portfolios, managing assets and other related financial products and concepts

2 years - Experience in a leadership/management role required

Demonstrated knowledge of pertinent federal and state regulations, filings and compliance requirements that affect employee (benefit, compensation, retirement and wellness) programs.

Assists the Benefits Manager as needed.

5 years - Experience in Human Resources required; specifically with benefit and retirement plans

Manages the implementation of retirement plan changes.

Communicates and provides education to employees and executives.