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Financial Services Financial Consultant Financial Advisor Financial Sales

Internal Retirement Plan Advisor

Job in Brea, Orange County, California, 92631, USA
Listing for: Nationwide
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A leading financial services company is seeking an Internal Retirement Specialist to provide retirement expertise to participants. The role involves guiding participants on retirement plans, initiating discussions on contribution levels, and building relationships with Retirement Specialists. Candidates must possess FINRA Series 6, 63, and 65 licenses, along with two years of experience in a sales-driven position. The position requires in-depth knowledge of financial products and strong consultative skills.

Competitive salary range applies.
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