Retirement Plan Advisor, Spanish

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

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

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

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

• Oversee the meeting schedule, which includes travel arrangements.

• Design and implement dynamic business plans and strategies aimed at achieving positive retirement income objectives for participants.

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

• Meet plan-level and individual objectives to fulfill service level agreements and drive 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

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

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

• Bilingual in Spanish is a requirement.

• Strong skills in delivering presentations are essential.

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

• A strategic thinker 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

• Comprehensive medical, dental, vision, and life insurance coverage.

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

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

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

• Generous paid time off upon hiring, which includes a 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, 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 in which we operate.