Financial & Realty Services, LLC, a professional services firm in Silver Spring, Maryland, is currently recruiting a Personal Retirement Counselor to service our institutional client, Nationwide/City of Philadelphia Deferred Compensation Plan. Position is located in Philadelphia, PA.

Major Responsibilities

• One-on-one meetings with near-retirement state employees covering distribution planning, asset allocation, retention strategies, transfer-in opportunities and cash flow analysis
• Assist with benefit fairs and savings expos
• Creation and presentation of educational materials and financial workshops
• Coordination of business generating activities
• Retention calls

Requirements

• Bachelor’s degree
• Pennsylvania Life & Health, FINRA Series 6 or 7, and/or 65/66 licensed
• CFP or ChFC designation and experience in a corporate, federal, state or municipal agency

Benefits include:

• Competitive salary
• Medical/dental/life/disability insurance
• 401(k)
• Paid holidays and annual leave

We are an Equal Opportunity Employer