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Remote Retirement Planner – FINRA Licensed
Remote / Online - Candidates ideally in
Bolton, Fulton County, Georgia, USA
Listed on 2026-06-18
Bolton, Fulton County, Georgia, USA
Listing for:
Soteria Reinsurance Ltd.
Remote/Work from Home
position Listed on 2026-06-18
Job specializations:
-
Business
Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a Retirement Planner to educate workplace participants on tax-exempt retirement products. This remote role requires living within 90 miles of Atlanta, GA, and mandates Series 7 and Series 63 licenses. With at least 2 years in customer service or sales, the ideal candidate will assist clients in maximizing their benefits and make informed retirement decisions.
Strong communication and consultative skills are essential for success in this position.
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