Job Description

We are a growing financial consulting firm dedicated to helping individuals and families create a secure financial future. Our mission is to provide smart, customized financial strategies with a focus on retirement planning, wealth preservation, and long-term security. We’re seeking a detail-oriented and driven Financial Analyst who specializes in retirement accounts to join our team. If you have a passion for helping people build a financially stable future while growing your own career, this role is for you. Responsibilities:

• Analyze client financials, risk tolerance, and long-term goals to design personalized retirement strategies.
• Research and evaluate retirement account options, including IRAs, 401(k)s, annuities, and rollovers.
• Guide clients through retirement account set-up, transfers, and ongoing management.
• Monitor portfolio performance and recommend adjustments to align with changing goals and market conditions.
• Stay updated on tax laws, retirement regulations, and industry best practices.
• Communicate complex financial concepts in a clear and relatable way.
• Collaborate with team members to deliver comprehensive financial plans.

Qualifications:

• Strong analytical and quantitative skills with attention to detail.
• Excellent communication and client relationship-building abilities.
• Knowledge of retirement account structures and regulatory compliance.
• Licensing in Life & Health Insurance, Series 6/7/65/66 (preferred but not always required, depending on structure).
• Enterprising mindset with a commitment to professional growth.

About Company: At Vortica Consulting, we specialize in helping organizations navigate the complexities of today’s fast-evolving business landscape and unlock their full growth potential. Through a unique blend of strategic thinking, advanced analytics, and cutting-edge innovation, we craft tailored solutions that not only address immediate challenges but also position clients for long-term success. Our approach goes beyond traditional consulting; we take the time to deeply understand each client’s unique needs, objectives, and market dynamics. By fostering close partnerships across a wide range of industries, we bring fresh perspectives, actionable strategies, and measurable outcomes that drive meaningful transformation. Whether optimizing business processes, refining growth strategies, or leveraging data to make informed decisions, we are committed to delivering real, lasting impact that empowers organizations to thrive in an ever-changing world.

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