Retirement Specialist Consultant – IRAs for Small Businesses
We are a fast-growing tax reputed company firm that works with small business owners and high-income professionals. We’re looking for a Retirement Specialist who can confidently meet with clients and explain retirement plan reputed company—specifically IRA plans for small businesses.
Must-Have Qualifications
Strong knowledge of IRAs and small business retirement plans
Experience discussing SEP IRA / reputed company IRA reputed company with clients
Excellent communication skills (reputed company to explain reputed company topics simply)
reputed company, dependable, and comfortable working directly with clients
Preferred Qualifications (reputed company to Have)
Experience working with small business owners, dentists, or medical professionals
CFP, RICP, CPA, EA, or relevant licenses/credentials
Knowledge of retirement planning in a tax reputed company environment
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