Retirement Plan Advisor

Overview

Our vision is to transform financial lives by empowering people and creating a flexible, inclusive workplace that encourages internal mobility and well‑being. The Retirement Plan Advisor assists individuals in achieving successful retirement and planning their financial future through group and individual presentations to Government 457 plan participants.

• Conduct Retirement Readiness Reviews, one‑on‑one and group presentations to target participants.
• Develop and maintain strategic partnerships with key stakeholders in the assigned territory or within employer‑sponsored plans.
• Arrange and deliver virtual and on‑site meetings using professional technology.
• Manage meeting schedules, including travel booking.
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives.
• Document interactions in Salesforce and collect required information to maintain regulatory compliance.
• Achieve plan level and individual goals to meet service level agreements and business results.
• Participate in client meetings, sales finals, and other external meetings as needed.
• Collaborate across internal service and management teams to improve overall effectiveness.

• Bachelor’s degree or equivalent work experience.
• 3–5 years of relevant financial services experience.
• Strong presentation and communication skills.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.
• Strategic thinker who can work independently.
• Strong relationship building and territory management skills.
• FINRA Series 6, 63, 65 registrations required; current FINRA registrations highly preferred.
• FINRA fingerprinting required upon hire.

• Working knowledge of Salesforce.
• Knowledge of retirement planning building blocks.
• Basic understanding of defined contribution plans.
• Practical experience providing high‑level consultative client interactions.

• Medical, dental, vision and life insurance.
• 401(k) plan with company matching up to 6% and potential discretionary contributions.
• Financial advisory services.
• Tuition reimbursement up to $5,250 per year.
• Business‑casual environment and optional jeans wear.
• Generous paid time off, 10 company holidays, and three floating holidays per year.
• Paid volunteer time – 16 hours per calendar year.
• Leave of absence programs including paid parental leave, paid short‑ and long‑term disability, and FMLA.
• Business Resource Groups (BRGs) open to all employees.

Base Salary Range: $72,200.00 - $. Non‑sales positions may earn a bonus. Sales positions are eligible for incentive plans that can significantly increase total compensation.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, marital status, pregnancy, religion, disability, military status, genetics, or any other protected status, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to any of the above. Application procedures and interviews will occur in a drug‑free workplace.