Retirement Plan Advisor

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

📋 Description

• Perform Retirement Readiness Reviews along with individual consultations and group presentations for targeted participants, utilizing consultative expertise to enhance retirement outcomes.

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

• Facilitate one-on-one virtual and on-site group meetings, employing various technologies in a professional manner.

• Oversee the meeting schedule, which includes 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 targets to ensure service level agreements and business outcomes are achieved.

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

• Collaborate effectively with internal service and management teams to enhance operational 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 industry.

• Excellent presentation skills are essential.

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

• Must be a strategic thinker capable of working independently.

• Strong skills in relationship building and territory management are required.

• FINRA Series 6, 63, and 65 registrations are required within the established timeline; current FINRA registrations are strongly preferred.

• FINRA fingerprinting must be completed upon hire.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings options including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a diverse investment lineup.

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

• A business-casual work environment with the option to wear jeans.

• Generous paid time off upon hire, comprising a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time of 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 we serve. BRGs are open to everyone.