Retirement Plan Consultant - Fairfax, VA

Overview

This role provides objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. An incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.

Responsibilities

• Conduct individual and group presentations (in person or via video technology) to increase awareness of plan features and grow plan assets.
  • Presentation types may include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
• Actively participate in benefit fairs and new employee orientations.
• Participate in the annual plan review and financial education planning process.
• Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
• Meet with participants and eligible employees to educate them regarding plan participation.
• Travel is dependent on your territory and may be required for new plan enrollments.

Requirements

• High school diploma or GED required; Bachelor’s Degree preferred.
• Series 7 and Series 66 preferred and appropriate state insurance licenses required.
• Must have excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Preferred Qualifications

• CFP, ChFC or similar designations desirable.

Compensation & Benefits

• Salary paid position with bonus potential.
• Incentive bonus opportunity based on achievement of pre-defined plan metrics and evaluation of client satisfaction ratings.
• Average total compensation historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions.

Benefits and support (highlights)

• Immediate access to medical, dental, vision, life insurance, and 401(k) plan with match.
• Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools.
• Company-paid E&O, licensing fees, continuing education and compliance support.
• Retirement savings: In the U.S., a competitive 401(k) Plan with a dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program with confidential counseling services and resources.
• Matching charitable donations: 1:1 match up to $5,000.
• Volunteer Time Off: up to 16 volunteer hours annually.
• Paid Time Off: eligible employees start off with at least 24 Paid Time Off (PTO) days.

Location

• Remote (position is currently designated as remote).

Estimated Travel

• May include up to 25% travel.

Additional Information

• This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
  • Candidates must not have made any political contributions that would disqualify the candidate or create a conflict of interest for the business under applicable regulations.
  • Selected candidates will be required to disclose all U.S. political contributions made by them and their household family members over the past two years.
• Relocation provided: No.
• Equal Opportunity Employer: All qualified applicants will receive consideration without regard to protected characteristics.
• Reasonable accommodations are available for applicants and employees, as required by applicable law.
• Qualified applicants with criminal histories will be considered consistent with applicable law.