- This role requires HEAVY travel to MN, Wisconsin, Ohio and Michigan
- We cover travel Would be good to be near airport so they can get to these places
- 90% travel in assigned states and regions
- You will make your own schedule, then have admin days fri / mon when need be
- this role is more education (let them know what a mutual fund is. Introduce products for retirement)
We are seeking an inhouse Financial Planner. This is not a Sales role but more of an education and helping members understand the services we offer.
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