Series 6 and 63 Licensed Relationship Manager
Company: VirtualVocations
Location: Odessa
Posted on: April 1, 2025
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Job Description:
A company is looking for a Relationship Manager II - Retirement
Plans.
Key Responsibilities
Develop and manage relationships with clients and channel partners
through various communication methods
Act as a liaison between clients and internal departments to
address concerns and implement plan improvements
Provide investment advisory services and coordinate the
installation of new groups while delivering enrollment and
education processes
Required Qualifications
3 to 5 years of experience in the retirement industry, preferably
in relationship management
Knowledge of qualified plans, ERISA, and qualified plan
investments
Professional certification: Series 6 and 63 required or must be
obtained as a condition of employment
Ability to promote new products and services to clients
effectively
Experience in delivering virtual meetings and presentations to
clients
Keywords: VirtualVocations, Odessa , Series 6 and 63 Licensed Relationship Manager, Executive , Odessa, Texas
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