Senior Workplace Planning Consultant

NOW HIRING:
Senior Workplace Planning Consultant | Direct Hire | Remote Opportunity

Are you a licensed financial services professional who enjoys helping people make confident decisions about their financial future? Your next career opportunity could be here!

We're seeking Senior Workplace Planning Consultants to provide personalized retirement planning guidance and financial wellness education to participants in employer-sponsored retirement plans.

$65,600–$92,675 base salary + potential incentives/bonuses

Consultative role focused on retirement planning, financial education, and customer relationships

• 2+ years of experience in financial services, retirement planning, wealth management, or an advisory environment
• FINRA Series 7 and Series 66 OR Series 7 and Series 63 + 65
• Strong knowledge of IRAs, qualified retirement plans, rollovers, and retirement distribution strategies
• Excellent communication, relationship-building, and consultative skills
• A passion for helping individuals make informed financial decisions and work toward their retirement goals

You'll help retirement plan participants navigate important financial decisions, understand rollover and distribution options, and explore strategies aligned with their long-term financial goals. You'll build meaningful customer relationships while delivering personalized education and consultative support.

Schedule: Shifts assigned between 6:00 AM and 7:00 PM Mountain Time, based on business needs.

• Candidates must already be legally authorized to work in the United States. Visa sponsorship is not available.
• California residents are not eligible for this opportunity.
• Interviews will be conducted on camera with the recruiting team and client and recorded for future reference.
• This is an exempt position and is not eligible for overtime.

Let's connect talented financial professionals with an opportunity to make a meaningful impact on people's financial futures!