Retirement Plan Counselor

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

📋 Description

• Conduct both on-site and virtual educational and enrollment sessions for new and current participants in the Government 457 defined contribution plan.

• Create and implement communication and education plans through one-on-one virtual interactions and group meetings held on-site.

• Encourage participants to take actionable steps, such as enrolling in the plan, increasing their deferrals, and rolling over funds from previous plans.

• Attain business objectives and foster meaningful discussions while adhering to service level agreements.

• Fulfill reporting obligations, including documenting meetings, participants, and outcomes in the designated systems.

• Establish connections with essential contacts, plan sponsor representatives, and internal team members.

• Organize meeting schedules, which includes arranging travel accommodations.

• Provide insights to local relationship managers regarding communication materials and strategies.

• Attend client meetings alongside other service team members.

• Participate in final presentations for new prospects as requested within the territory.

• Engage with public employees in Los Angeles County, meeting individuals both virtually and in person.

⛳️ Requirements

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

• Required FINRA Series 6 and Series 63 registrations.

• 2 to 4 years of relevant experience in financial services.

• Strong presentation skills are essential.

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

• Excellent relationship-building and territory management abilities.

• FINRA fingerprinting is mandatory.

• Familiarity with Salesforce is preferred.

• Ability to perform calculations involving interest, proportions, percentages, and fractions is essential.

• A strategic thinker capable of working independently.

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

• Basic understanding of defined contribution plans is preferred.

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

• Must reside within the assigned territory and be based in Los Angeles County.

• A reliable high-speed internet connection with a wired setup and an appropriate home workspace is required 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 discretionary contributions from the company.

• 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 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.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Flexible work environment.

• Other necessary computer equipment will be provided.