Retirement Plan Advisor

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

📋 Description

• Facilitate Retirement Readiness Reviews, conduct individual sessions, and lead group presentations for targeted participants.

• Build and sustain strategic partnerships with essential stakeholders within the designated territory or employer-sponsored plans.

• Host one-on-one virtual and on-site group meetings utilizing various technologies.

• Organize meeting schedules, including travel arrangements.

• Develop and implement business strategies and tactics aimed at enhancing retirement income objectives.

• Record interactions in Salesforce and gather information for regulatory compliance.

• Meet plan-level and individual performance goals while adhering to service level agreements.

• Engage in client meetings, sales finals, and other external meetings as necessary.

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

• Support the Relationship Management team in building and sustaining stakeholder relationships.

⛳️ Requirements

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

• 3–5 years of relevant experience in financial services.

• Excellent presentation skills.

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

• Strategic thinker capable of working independently.

• Strong skills in relationship building and territory management.

• Required to obtain FINRA Series 6, 63, 65 registrations within the established timeline; current FINRA registrations are highly preferred.

• FINRA fingerprinting is required upon hire.

• Must reside within the Framingham, Massachusetts territory.

• Willingness to travel as necessary.

• Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT.

• Reliable high-speed internet with a wired connection and a suitable home workspace for remote work.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

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

• Financial advisory services.

• Potential for company discretionary contributions.

• Extensive investment options.

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

• Business-casual atmosphere with the option to wear jeans.

• Generous paid time off upon hiring.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Flexible work environment.

• Necessary computer equipment will be provided.