Financial Solutions Registered Representative - Virtual

Overview

This role provides financial education to plan participants regarding multiple investment and financial vehicles available under their plans. The guidance is primarily focused on qualified retirement plan administration, including support on plan distributions, loans, investment choices, and other plan rules.

Responsibilities

• Handle inbound and outbound calls and provide financial education
• Answer complex questions regarding investment and payment options available to plan participants
• Provide guidance on appropriate tools and services
• Educate participants on the effects of plan distributions, loans, investment choices, and other specific plan rules
• Work independently to troubleshoot and research issues, and develop solutions
• Provide transactional support to plan participants
• Focus guidance on qualified and non-qualified retirement plan benefits

Requirements

• Possess FINRA Series 6 License
• Ability to obtain the FINRA Series 63 License within 6 months of employment
• Be a US Citizen (this role provides support to the federal government and/or federal government contractor)
• Demonstrate Defined Contribution, Mutual Fund, and College Savings Plan experience
• Have experience in customer service and/or financial services
• Be detail oriented and well-organized
• Ability to ask relevant probing questions to assess customer needs; use data to persuade and influence customers to objectively guide them
• Demonstrate active listening to understand both articulated and unarticulated needs

Preferred Qualifications

• None specified.

Compensation & Benefits

• Salary Pay Range:
  • Minimum: 50,000.00 USD
  • Maximum: 60,000.00 USD
• Comprehensive total rewards package, including:
  • Health, dental and vision coverages starting Day One
  • Wellbeing programs
  • Retirement plans with contribution matching
  • Generous time off
  • Parental leave
  • Continuing education
  • Career growth opportunities

Location

• Virtual interviews are conducted on video.
• Occasional travel to one of the organization’s physical office locations may be required.

Additional Information

• Background check (if offered): contingent on successfully completing a background check consistent with employment policies. Checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, criminal check, search against global sanctions and government watch lists, credit check, and/or drug test.
• Reasonable accommodations: the organization will provide reasonable accommodations for the hiring process for persons with disabilities.
• Authorization to work: Applicants must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country.
• Management may assign or reassign duties and responsibilities of the job to other entities, including subsidiaries, partners, or purchasers of business units.

Equal Opportunity

The organization is an Equal Employment Opportunity employer and provides reasonable accommodations to qualified applicants and employees with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship.