Offer summary
Qualifications:
Bachelor's degree, 2-4 years financial services experience, Current Series 6 or 7 and 63 or 66 licenses, Proficient in MS Office applications, Bilingual in Spanish is a plus.Key responsabilities:
- Conduct 529 college savings seminars and outreach
- Deliver presentations to prospective participants
- Develop leads and client relationships
- Promote payroll deduction with employers
- Maintain strong knowledge of 529 plan guidelines