Retirement Plan Advisor

Overview

This position assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants. The role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements, and achieves annual targets as assigned.

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

Responsibilities

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, using consultative expertise to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders for each location within the 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 scheduling, 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 regulatory compliance guidelines.
• 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.
• Collaborate across internal service and management teams to improve effectiveness.

Requirements

• Bachelor’s degree or equivalent work experience in lieu of a degree.
• 3–5 years relevant financial services experience.
• Strong presentation 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 within established timeline; current FINRA registrations strongly preferred.
• FINRA fingerprinting required upon hire.
• Must be authorized to work for any employer in the U.S.; the employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Preferred Qualifications

• Working knowledge of Salesforce.
• Working knowledge of building blocks for successful retirement planning.
• Basic understanding of defined contribution plans.
• Practical experience providing high-level, consultative client interactions.

Compensation & Benefits

• Base Salary Range: $72,200.00 - $101,975.00
• Non-sales positions: opportunity to participate in a bonus program.
• Sales positions: eligible for sales incentives, and in some instances a bonus plan, where total compensation may exceed base salary depending on individual performance.
• 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/year.
• 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) open to all.
• Business-casual environment (option to wear jeans).

Location

• Public employees in New Hampshire.
• Advisor must be based in the territory with the ability to travel as needed.
• Remote and hybrid positions: reliable high-speed internet with a wired connection and a place in your home to work with limited disruption; connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. May be required to work in the office if home work environment or required internet connection is not adequate.

Application Details

• Job Posting End Date: 10-20-2026 at 12:01 am.