Retirement Planner - Atlanta, GA

Overview

This role is REMOTE, but you must currently live within 90 miles of the Greater Atlanta, GA area.

The employer will not provide immigration sponsorship for this position.

As a Retirement Planner within the Tax-Exempt Market Planning & Advice (TEMPA) team, you will educate and support workplace retirement plan participants by increasing awareness of retirement readiness and helping individuals take meaningful steps toward achieving their long-term financial goals.

You will guide participants through their employer-sponsored retirement plans, including educating them on plan benefits, employer matching contributions, and investment strategies. You will conduct needs-based conversations to identify participant goals, uncover opportunities for retirement asset consolidation, and recommend appropriate solutions aligned to overall retirement objectives. When more complex planning needs arise, you will collaborate with other members of the TEMPA team to support participant outcomes and strengthen long-term relationships.

Responsibilities

• Conduct needs-based conversations with workplace retirement plan participants to identify goals and retirement readiness opportunities
• Educate participants on employer-sponsored retirement plan benefits, employer matching contributions, and investment strategies
• Help individuals make informed decisions about retirement savings
• Identify opportunities for retirement asset consolidation and recommend appropriate solutions
• Use planning tools and resources to help participants assess and improve retirement readiness
• Support asset acquisition, retention, and growth through personalized guidance
• Collaborate with other team members when more complex planning needs arise
• Provide general investment education and clearly articulate the approach used to support participants’ long-term goals

Requirements

• 2+ years of experience in investment sales, financial planning, or a related advisory role
• Strong understanding of financial markets, economic conditions, and industry trends
• Excellent consultative, influencing, and communication skills with the ability to build trust and drive client engagement
• Demonstrated initiative and a proactive approach to identifying client needs and opportunities
• Strong organizational, time management, and prioritization skills in a fast-paced environment
• Openness to coaching, performance feedback, and adapting to evolving business needs and priorities
• Proven ability to conduct needs-based conversations, identify appropriate solutions, and support asset acquisition, retention, and growth

Preferred Qualifications

• FINRA Series 7 and 66 licenses preferred
• Series 7 and 63 required, with the ability to obtain the Series 65 or 66 within 90 days of hire

Location

• Remote role, requiring current residence within 90 miles of the Greater Atlanta, GA area

Compensation & Benefits

• Not specified in the provided job description

Additional Information

• Certifications: Series 07 - FINRA; Series 66 - FINRA
• Category: Sales

The employer’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities and retirement-related financial activities, and rules and regulations of numerous self-regulatory organizations, including FINRA. These regulations may restrict hiring and/or associating with individuals with certain criminal histories.