Retirement Planning Cnslt I - Client Team

Overview

This role provides dedicated on-site support, educational guidance, and advisory services for a major client at one or more locations. The position supports overall program objectives, including delivering quality group educational meetings and one-on-one retirement meetings. You will serve as a trusted connector to retirement-related products and services.

Responsibilities

• Develop and execute strategies and approaches to promote participant action toward a fully funded retirement, delivering on key plan metrics (e.g., retirement outlook and increased participant deferral rates).
• Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, the management team, and participants.
• Conduct group education meetings, deliver workshops, webinars, and enrollment meetings to achieve client and retirement program goals.
• Conduct one-on-one retirement planning meetings with client employees.
• Use retirement products and services to help participants deliver a strategy to meet retirement objectives.
• Provide participants with insight into funds offered under each client plan, including fund objectives and performance.
• Identify asset retention needs and initiate discussions with participants, including opening and funding solutions as an IAR and/or referring opportunities for additional advice. Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules.
• Explain and ensure participants understand product options and make appropriate recommendations.
• Support participants with multi-product needs and connect with other product specialists as needed.
• Maintain current and accurate records to document progress toward goals.
• Promote, educate, and enroll participants into Managed Advice, providing ongoing financial and planning support within the program.
• Provide ongoing support to high-value participants who leave their employer and choose to keep assets within the retirement plan.
• Hold regular meetings with internal partners, including client executives, communication directors, account managers, and other key stakeholders.
• Participate in projects to expand or enhance Retirement Education and Planning Services.

Requirements

• Bachelor’s degree in a related field or equivalent business experience.
• FINRA Series 6 or 7.
• FINRA Series 63, or obtain within six months.
• Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (e.g., CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.
• Three years of financial services or related experience.
• Strong communication and interpersonal skills.
• Presentation skills to support the sales process.
• Self-motivated and able to drive toward set targets.
• Organization and time-management skills.
• Ability to quickly learn new systems/technology.

Preferred Qualifications

• Certified Financial Planner (CFP)

Location & Working Conditions

• Remote (Field/Travel) Environment
• Occasional travel may be required (local travel).

Compensation & Benefits

Salary

• Estimated salary range: $66,000 - $80,000 annually.
• Salary is an estimate based on potential qualifications and operational needs and may vary above or below the stated amounts as permitted by applicable law.

Incentives

• Typically eligible for an Annual Bonus based on the Bonus Plan/Individual Performance, at company discretion.
• Currently eligible for performance incentives; specifics will be reflected in individual incentive plan documents.

Benefits Package (for eligible employees)

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health & Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service
• Ten (10) paid holidays per year (typically mirroring New York Stock Exchange (NYSE) holidays)
• Be Well holistic wellness program, including Wellness Coaching and Reward Dollars
• Parental Leave: fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs