About this role
Planner, Investment & Retirement Services at Nreca. Location: California or Oregon or Washington or Alaska or Hawaii. Role: providing education, conducting seminars, assessing participants Requirements: Bachelor's degree required, professional designation (CFP®, CEBS®, ChFC®, CLU, CRPC®, RICP®) or securities series with designation within 2 years, 5+ years finance/planning experience, client service background, ability to travel extensively. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cebs, chfc, clu, crpc, ricp, series 6, series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Field Languages: English