Retirement Plan Advisor

Position Overview

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes.

This role uses data-driven, analytical thinking to lead impactful conversations with participants, meeting client service level agreements and achieving annual targets as assigned.

The Retirement Plan Advisor also supports the Relationship Management team in establishing relationships with key stakeholders within the assigned territory.

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans.
• Conduct one-on-one virtual and on-site group meetings using various technologies in a professional manner.
• Manage meeting schedule, including travel booking.
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants.
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance.
• Achieve plan level and individual goals to help achieve service level agreements and business results.
• Participate in client meetings, sales finals, or other external meetings as needed.
• Work collaboratively across internal service and management teams to improve effectiveness.

• Bachelor's degree or equivalent work experience in lieu of a degree.
• 3–5 years relevant financial services experience.
• Strong presentation skills required.
• Proficiency in MS Word, Excel, PowerPoint, and Teams required.
• Strategic thinker who can work independently required.
• Strong relationship building and territory management skills required.
• FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred.
• FINRA fingerprinting required upon hire.
• Applicants must be authorized to work in the U.S. No visa sponsorship (including CPT/OPT) provided.
• Working knowledge of Salesforce preferred.
• Working knowledge of building blocks for successful retirement planning preferred.
• Basic understanding of defined contribution plans preferred.
• Practical experience providing high-level, consultative client interactions preferred.

Remote and hybrid positions require a reliable high-speed internet connection with a wired setup and a suitable workspace at home. A location-based work arrangement may be required if the home environment does not meet these standards.

• Medical, dental, vision and life insurance.
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual environment that includes the option to wear jeans.
• Generous paid time off upon hire – including a paid time off program plus 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) facilitate inclusion and collaboration across the organization.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.