Retirement Plan Advisor

This is a fully remote position, open to applicants in California.

📋 Description

• Facilitate Retirement Readiness Reviews and conduct individual meetings and group presentations for targeted participants, utilizing consultative expertise to enhance retirement outcomes.

• Establish and nurture strategic partnerships with key stakeholders for each location within the assigned territory or for designated employer-sponsored plans.

• Lead one-on-one virtual and on-site group meetings using various technologies in a professional manner.

• Oversee meeting schedules, including travel arrangements.

• Develop and implement dynamic business plans and strategies to promote positive retirement income objectives for participants.

• Record interactions in Salesforce and gather necessary information to comply with regulatory guidelines.

• Meet plan-level and individual goals to support service level agreements and business outcomes.

• Engage in client meetings, sales finals, or other external meetings as required.

• Collaborate effectively with internal service and management teams to enhance overall effectiveness.

⛳️ Requirements

• Bachelor's degree or equivalent work experience in lieu of a degree.

• 3 to 5 years of relevant experience in the financial services sector.

• Strong presentation skills are essential.

• Proficiency in MS Word, Excel, PowerPoint, and Teams is required.

• A strategic thinker who is capable of working independently is necessary.

• Excellent relationship-building and territory management skills are required.

• FINRA Series 6, 63, and 65 registrations must be obtained within an established timeline; current FINRA registrations are strongly preferred.

• FINRA fingerprinting is required upon hiring.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• Retirement savings plan – 401(k) with generous company matching contributions (up to 6%).

• Tuition reimbursement up to $5,250 per year.

• A business-casual work environment that allows for wearing jeans.

• Generous paid time off from the start, including a paid time off program, ten company holidays, and three floating holidays each 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) that promote inclusion and collaboration within our business and the communities where we live, work, and play. All employees are welcome to join BRGs.