Careers

Retirement Plan Consultant/Advisor Position

New York, NY; West Palm Beach, FL; Miami, FL; Houston, TX; Chicago, IL; Los Angeles, CA; Philadelphia, PA

This position will be responsible for 401(k), 403(b) and/or 457 enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.

To be eligible for the Retirement Plan Consultant role, candidates must possess the following qualifications:

  • Registered Representative with experience working defined contribution plans, 401(k), 403(b), 457, and 401(a) preferred

  • Securities registrations – Series 6, Series 63 (7/66 preferred)

  • Life & Health Insurance Licenses

  • 3-5 Years proven sales track record ideally in the financial services field preferred

  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:

  • Strong understanding of the defined contribution marketplace (401(k), 403(b), 457, and 401(a)

  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents

  • Territory management and business development

  • Relationship building

  • Fund knowledge and product/pricing knowledge

 

 

At Old Slip Capital, we provide the tools and resources necessary that will help set you up for success – including:

  • Wide array of financial products

  • Technology and systems to enable you to efficiently manage your clients’ financial information and plans

  • Turnkey marketing services

  • Competitive commission payout structure 

 

 

About Old Slip Capital

Old Slip Capital gives you the tools you need in order to build your own base of clients. Our dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.

If you want to unlock your potential as a financial sales rep, apply to join our team at Old Slip Capital. Old Slip Capital is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.

 

 

Equal Opportunity Employer M/F/D/V.

 

Securities and investment advisory services offered through Old Slip Capital Management, Inc. (member SIPC).

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Our advice driven family office strives to preserve your family’s legacy
Protecting your business property, employees, and corporate liability
A personalized approach to executing a wealth management plan
Preserve cashflow for other uses by borrowing for Insurance requirements
A complete range of insurance and risk management services
Cost effective employee benefit services
Alternative investments are useful investment strategies for investors looking to diversify their portfolios from traditional funds.
Advisory based financial transactions on behalf of individuals, corporations, and governments
Holistic wealth management services driven by superior investment research
Our firm combines a disciplined investment management process with sustainable investing principals
Sophisticated Investment Advisory to corporate pension plans and ultra-high
net worth individuals
Building quality investment menus for plan sponsors while offering the protections of a sound ERISA fiduciary contract
Protecting your Home, Auto and general liability
Family Governance and Education is integral in achieving the necessary outcomes