Jobfox - Participant Counselor

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Job Title: Participant Counselor

Company Name: Diversified Investment Advisors

Location: Philadelphia, PA

Profession: Investment Banking

Job Description:

Diversified Investment Advisors, a leader in the retirement benefits marketplace, has a challenging opportunity for a Participant Counselor to provide on-site group enrollment/educational meetings and one-on-one counseling sessions with plan participants on retirement and investment needs.
Responsibilities
The incumbent will be responsible for plan promotion, participant education and managing education campaigns for an assigned group of clients.
Qualifications
Strong interpersonal, presentation and organizational skills required. Knowledge of pensions and investments essential. College degree and/or equivalent work experience. FINRA Series 6 or 7 and 63 required. Extensive travel within U.S. (frequent overnight) required.

Positions available in Boston, MA, Philadelphia, PA and Minneapolis, MN.
NO PHONE CALLS OR AGENCIES PLEASE.

As a member company of AEGON USA/Transamerica Financial Life Insurance Co., Diversified offers a competitive comp & benefits package.

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Investment Banking

This profession covers individuals who work in investment banking or investment management. It covers jobs such as brokerage services, registered sales support, private wealth advisors management, buying and selling in capital markets etc.

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