More jobs:
Client Executive, MJ Retirement
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-01-19
Listing for:
The MJ Companies
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
- Bachelor’s degree in Business, Finance, Economics, or a related field preferred; equivalent experience will also be considered.
- CPFA, QKA, CRPS, or equivalent preferred.
- FINRA Series 6/7/65/66 licenses are strongly preferred.
- Candidates without the required licenses must obtain the Series 65 within the first 120 days of employment.
- 5–10 years of experience in retirement plan services or sales, including direct client-facing responsibilities.
- Experience with retirement plan recordkeeping, investment platforms, and compliance requirements is required.
- Strong understanding of financial analysis and reporting.
- Ability to manage multiple client relationships in a fast-paced environment.
- Proficiency with Microsoft 365, Power BI and data management tools.
- Strong written and verbal communication skills, including public speaking.
- Strong mathematical and analytical skills.
- Excellent organizational and time management skills, with the ability to multitask and prioritize effectively.
- Familiarity with CRM platforms like Microsoft Dynamics and Hub Spot
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