Retirement Plan Counselor

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

📋 Description

• Create and implement communication and educational strategies by conducting individual virtual sessions and group meetings on-site, utilizing various technologies in a professional manner.

• Encourage participants to take measurable actions to enhance their retirement outcomes, such as plan enrollment, increasing deferrals, and transferring funds from previous plans.

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

• Diligently fulfill reporting obligations within specified timelines, including documenting meetings, attendees, and outcomes in the appropriate systems.

• Cultivate strong relationships with designated key contacts, plan sponsor representatives, and internal stakeholders to optimize successful outcomes for participants.

• Oversee the meeting schedule, which includes arranging travel bookings.

• Offer feedback to local relationship managers regarding the effectiveness of communication materials and strategies, while assisting in exploring alternatives.

• Participate in client meetings alongside other service team members.

• May be required to take part in final presentations for new prospects based on the needs of the territory.

⛳️ Requirements

• A bachelor's degree or equivalent experience may be considered in place of a degree.

• 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 skills are necessary.

• FINRA Series 6 and Series 63 registrations must be obtained within established timelines.

• FINRA fingerprinting is required.

• Proficiency in Spanish is essential.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings options including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential discretionary contributions from the company, and a wide array of investment options.

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

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

• Generous paid time off upon hire, including 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, which encompass paid parental leave, short- and long-term disability benefits, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within our organization and in the communities where we live, work, and play. BRGs are open to all.