Home Jobs Event Planner Retirement Planner

Retirement Planner at First Choice Wealth & Retirement

Winter Park, FL First Choice Wealth & Retirement $200,000 per year

Position: Retirement Planner

About: Join a growing company with advancement opportunities and a great atmosphere located just outside of Orlando, in Winter Park. This position offers a W-2 salary plus bonus/commission and benefits, including 100% paid health, vision, and dental benefits after 90 days, PTO, vacation, and paid holidays after 90 days, and a 401k with a match after 12 months. No MLM or 10-99/commission only; full support provided without the need to bring your own computer or generate leads.

Requirements: High School diploma required; experience in a financial services office, especially with public employees; proficient in Google Workplace products; reliable transportation and punctuality; excellent communication skills; discretion and confidentiality; social media and public speaking skills a plus; 215 insurance license required; Series 65 license or willingness to obtain it; notary license a plus.

Benefits: Vision, Medical, Dental, Paid Time Off, Life Insurance, Retirement Plan