Retirement Planning Consultant I (Retirement Education) (Waco/North Austin)

Overview

This role provides dedicated on-site support, educational and advisory services for a major client at one or more locations. The position ensures overall program objectives are met, including delivery of quality group educational meetings and one-on-one retirement meetings. This role also serves as a trusted connector to the organization’s products and services for retirement advice.

Responsibilities

• Develop and execute strategies to promote participant actions toward a fully funded retirement; deliver on key plan metrics (e.g., retirement outlook, increased participant deferral rates, etc.).
• Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team, and participants.
• Conduct group education meetings, including workshops, webinars, and enrollment meetings, to achieve client and organizational goals.
• Conduct one-on-one retirement planning meetings with client employees.
• Use organizational products and services to help participants deliver a strategy to meet retirement objectives.
• Provide participants insight into the 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 to the Advice Center; 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.
• Work with 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; provide ongoing financial and planning support to participants in the Managed Advice program.
• Provide ongoing support to high-value participants who leave their employer and choose to keep assets within the organization’s plan.
• Hold regular meetings with internal partners (e.g., client executives, communication directors, account managers, and other key internal 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.
• Three years of financial services or related experience.
• Strong communication and interpersonal skills.
• Presentation skills to support the sales process.
• Self-motivated to drive toward set targets.
• Organization and time-management skills.
• Ability to quickly learn new systems/technology.
• FINRA Series 6 or 7.
• FINRA Series 63, or obtain within 6 months of job entry date.
• Chartered Retirement Plan Counselor (CRPC), or higher designation(s).

Preferred Qualifications

• Certified Financial Planner (CFP).
• FINRA 65 or 66.
• Bilingual (Spanish) a plus.

Compensation & Benefits

Compensation

• Salary range: $66,000 - $80,000 annually.
• This range is an estimate based on potential qualifications and operational needs, and salary may vary above or below these amounts as permitted by applicable law.
• This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
• Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Benefits (eligible employees)

• Competitive pay
• Bonus 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 and 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 Company holistic wellness program (including Wellness Coaching and Reward Dollars)
• Parental leave: fifteen (15) days of paid parental leave per calendar year to 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

Location & Working Conditions

• Remote (Field/Travel) environment
• Occasional travel: <10%
• Local travel may be required