Join Axpo as a Specialist in Nuclear Development Economics & Finance shaping the future of nuclear energy. This role involves financial modeling and strategic analysis for nuclear projects.
About the role
- Financial Consultant providing advice to IRA customers for retirement assets. Working with established customer base and growing practice through internal referrals.
Responsibilities
- provide point-in-time advice to exiting IRA customers
- respond to inbound calls and proactively engage disengaged customers
- discuss customer’s current investment situation
- know about John Hancock mutual fund products
Requirements
- FINRA SIE, Series 6, 63 and 65
- FINRA Series 7 and State Insurance Licenses will be required as our product offering expands and for advancement
- Bachelor’s degree preferred
- 1-3+ years of Financial Services experience, preferably in phone and/or sales roles
- consistent level of performance and the obtainment of securities licenses and working towards CFP certification will be required
Benefits
- health, dental, mental health, vision insurance coverage
- short- and long-term disability insurance
- life and AD&D insurance coverage
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension/401(k) plans and a global share ownership plan with employer matching)
- financial education and counseling resources
- up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time (or more where required by law)
- full range of statutory leaves of absence
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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