Retirement Plan Advisor

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

📋 Description

• Facilitate Retirement Readiness Reviews along with individual meetings and group presentations aimed at targeted participants.

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

• Conduct one-on-one virtual and on-site group sessions utilizing various technologies.

• Oversee meeting schedules, which include travel arrangements.

• Develop and implement business strategies and tactics to enhance retirement income outcomes.

• Record interactions in Salesforce and gather information to ensure regulatory compliance.

• Meet plan-level and individual objectives, service-level agreements, and business performance metrics.

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

• Work collaboratively with internal service and management teams to boost effectiveness.

• Support the Relationship Management team in building and nurturing stakeholder connections.

⛳️ Requirements

• A bachelor’s degree or equivalent professional experience in lieu of a degree.

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

• Exceptional presentation abilities.

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

• Capable of working independently as a strategic thinker.

• Strong skills in relationship building and territory management.

• Required to obtain FINRA Series 6, 63, and 65 registrations within the specified timeline; current FINRA registrations are highly desirable.

• FINRA fingerprinting is mandatory upon hiring.

• Preferred knowledge of Salesforce.

• Familiarity with the fundamentals of successful retirement planning is preferred.

• Basic understanding of defined contribution plans preferred.

• Practical experience in delivering high-level, consultative client interactions is preferred.

• Must have authorization to work for any employer in the U.S.; no employment visa sponsorship or transfer of sponsorship, including CPT/OPT.

• Must reside within the assigned New Hampshire territory and be willing to travel as necessary.

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

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings options – 401(k) plan featuring generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a wide range of investment options.

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

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

• Generous paid time off from the start – including a dedicated paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Leave of absence programs, which include paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that are open to everyone.

• A flexible work environment.

• Necessary computer equipment provided for remote and hybrid roles.