Role OverviewThe Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 403(b) plan participants.
What You Will Do
Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes. Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans.
Why It Might Be a Fit
Strong presentation skills, strategic thinking, and relationship building skills are required. FINRA Series 6, 63, 65 registrations are required within an established timeline.
Requirements
- Bachelor's degree or equivalent work experience in lieu of a degree
- 3 – 5 years relevant financial services experience
- FINRA Series 6, 63, 65 registrations within established timeline
- FINRA fingerprinting upon hire
- Proficiency in MS Word, Excel, PowerPoint, and Teams
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs)
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