Institutional Advice

for Individual Investors

Junior Retirement Adviser
Vancouver, WA ยท Salt Lake City, UT
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Job Summary:

The Junior Retirement Advisor position is for ambitious individuals looking to enter into the Financial Service Industry. This is a part-time position ideal for a college student or individual transitioning from another career.

 

Duties and Responsibilities:

  • Market Research and Training Programs
  • Contacting Referral leads
  • Setting up Seminars & Speaking Events
  • Updating Client database Systems
  • Assisting with paperwork and electronic filing
  • Assembling Marketing Materials with MS Office Products
  • Scheduling Client Reviews

 

Through successful performance and demonstration of leadership, our Junior Advisor position is meant to lead to an Advising career. The goal is to provide on-the-job training, so that you can become a valuable member of our team and a successful professional.

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