Trans AmericaHiring

Retirement Plan Specialist - Financial Counselor (Series 6/7 and 63 required)

  • Remote, United States
  • Entry-level
  • Posted 9 days ago
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In one line

Phone and email role helping customers with retirement products such as rollovers and IRAs, remote, with licensing support and a path toward advisor work.

About the role

An entry point into client engagement and financial planning support, with training and mentorship aimed at moving people into fully licensed advisor positions.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Entry-level
Skills
Series 6, Salesforce, CRM
Posted
20 Oct 2026
Last checked
27 Oct 2026

What you will do

  • Give customers general product information over the phone and by email.
  • Hit monthly activity, appointment and new account goals set by the training program.
  • Explain routine product options and, where appropriate, recommend brokerage IRAs.
  • Learn the systems, products, regulations and compliance rules, and log activity in Salesforce and other CRM tools.

What they look for

  • Series 6 or 7 and Series 63 licenses.
  • Comfort explaining financial products clearly to everyday customers.
  • Willingness to complete training and licensing programs.
  • Record keeping discipline across CRM systems.

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job gdnw2awx5j
How to connect

Questions about this job

Is this a remote job, and where can I work from?

The posting lists it as remote for people in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is an entry-level role. The posting asks for: series 6 or 7 and Series 63 licenses; comfort explaining financial products clearly to everyday customers; willingness to complete training and licensing programs. Skills it names include Series 6, Salesforce, CRM.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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