Senior Virtual Retirement Advisor – Team- Planning
Job in
St. George, Saint George, Washington County, Utah, 84770, USA
Listed on 2026-06-26
Listing for:
Retirement Capital
Full Time
position Listed on 2026-06-26
Job specializations:
-
Sales
-
Finance & Banking
Job Description & How to Apply Below
Location: St. George
A financial advisory firm in the United States is seeking an experienced Lead Advisor to conduct retirement-focused planning conversations and lead client meetings. This role emphasizes consultative sales and requires an active Life & Health insurance license alongside 1-5 years of advisory experience. The unique digital-first, team-based environment supports advisors through back-office assistance, enabling effective client interactions and holistic retirement planning.
Competitive compensation and a focus on personal connection set this role apart.
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Position Requirements
10+ Years
work experience
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