A leading financial services company is seeking a Retirement Plan Account Consolidation Representative for their Boston office. This role involves assisting clients to consolidate retirement assets into active plans, managing goals, making outbound calls, and maintaining client relationships. Candidates should have a FINRA 6 License and a customer-focused approach. Full-time position with a salary range of $48,180 – $80,320 USD and benefits including health insurance and a 401(k) plan.
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Retirement Specialist • Boston, MA, United States