About this role
Retirement Education Specialist at Godirect. Location: Portland or Seattle. Role: providing education, customizing presentations, traveling regionally Requirements: Bachelor's degree, 4+ years financial industry experience, FINRA Series 6 or 7 and Series 63 required, strong public speaking and communication, ability to deliver onsite education and travel frequently. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft PowerPoint Certifications: series 6, series 7, series 63, life Commitment: Full Time Workplace: Field Languages: English