Retirement Plan Advisor

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

📋 Description

• Support individuals in achieving a successful retirement and planning their financial futures.

• Conduct Retirement Readiness Reviews and hold individual meetings with targeted participants.

• Present to groups of new and existing defined contribution 401(k) and Government 457b plan participants.

• Build and sustain strategic partnerships with key stakeholders within the designated territory.

• Facilitate one-on-one virtual and in-person group meetings utilizing various technologies.

• Organize meeting schedules, including travel arrangements.

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

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

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

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

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

⛳️ Requirements

• Bachelor’s degree or equivalent work experience in place of a degree.

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

• Exceptional presentation skills are necessary.

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

• Strategic thinker capable of working independently is essential.

• 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 highly preferred.

• FINRA fingerprinting is required upon hiring.

• Must reside within the Greater Atlanta metro area territory.

• The candidate must be based within the assigned territory.

• Applicants must have authorization to work for any employer in the U.S.

• Must provide reliable high-speed internet with a wired connection and a suitable home workspace.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

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

• Financial advisory services available.

• Potential for company discretionary contributions.

• Extensive investment options.

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

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

• Generous paid time off starting upon hire.

• Ten paid company holidays.

• Three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability coverage.

• Family and Medical Leave (FMLA) available.

• Business Resource Groups (BRGs) open to all employees.

• Reliable high-speed internet and wired connection required for remote work.

• Necessary computer equipment will be provided.