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.
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
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
Paid holidays and annual leave
We are an Equal Opportunity Employer
About Financial & Realty Services LLC
Financial & Realty Services, LLC (FRS) is a privately held, ISO 9001:2015 certified small business established in 1994 with our corporate headquarters in Silver Spring, MD. FRS is a diverse professional service firm working with federal, state, local and corporate programs through various contracting vehicles.