Retirement Strategy Consultant

Unlock Employer

Posted Oct 15, 2026

Remote · US Full Time

$60K – $78K/yr

Apply Direct

Overview

This role provides workplace participants with personalized retirement, investment, and financial wellness guidance to support long-term financial success. Responsibilities include advising participants on managed account solutions, identifying referral opportunities to partner teams, and helping drive positive outcomes for both participants and the business while delivering a world-class participant experience.

Responsibilities

Engage participants through consultative advice and financial wellness conversations to understand needs, explore goals, and deliver actionable retirement guidance
Provide retirement planning support across managed accounts, savings strategies, investment allocations, and retirement income objectives
Manage high-volume inbound queues, scheduled appointments, and outbound campaign outreach while meeting service level and customer experience expectations
Identify, execute, document, and follow up on opportunities to deepen relationships, retain assets, increase assets under management, and connect participants with appropriate partner teams
Meet monthly performance expectations and contribute to positive participant and business outcomes through accountability, coaching, and ongoing development

Ready to apply for roles like this?

Unlock the company name and direct application link. Subscribers get instant access to all remote accounting jobs.

Unlock Employer & Apply Directly

Schedule

Must be available to work the following Monday–Friday schedule for their location (actual schedule will be determined by business need):

Eastern Time (ET): 12:30 p.m. – 9:00 p.m.
Central Time (CT): 11:30 a.m. – 8:00 p.m.
Mountain Time (MT): 10:30 a.m. – 7:00 p.m.
Pacific Time (PT): 9:30 a.m. – 6:00 p.m.

Requirements

2+ years of experience in financial services, retirement planning, or advisory environments
FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines
FINRA fingerprinting required
Openness to coaching and feedback
Self-motivated, demonstrated work ethic, and the ability to collaborate effectively in a remote team environment
Positive attitude, ability to build rapport with clients, and excellent communication and planning skills to understand needs and present customer-focused solutions
High-performance, results-oriented mindset with strong accountability for driving participant retention, growth in assets under management, and positive business outcomes

Preferred Qualifications

Bachelor’s degree or equivalent work experience
Fully licensed candidates preferred
Experience with managed account solutions and providing fiduciary advice
Proven ability to meet performance targets in a metric-driven environment
Previous experience in inbound and outbound phone roles
Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation preferred
Proficient in or ability to quickly learn Microsoft Office products, Salesforce, and other proprietary and recordkeeping systems

Compensation & Benefits

Base Salary Range: $60,000.00 - $78,000.00
Non-sales positions: opportunity to participate in a bonus program
Sales positions: eligible for sales incentives, and in some instances a bonus plan; total compensation may exceed base salary depending on individual performance
Tuition reimbursement up to $5,250/year
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
Business-casual environment that includes the option to wear jeans
Generous 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: paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) open to all

Compensation offered may vary based on geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer.

Location

Work schedule is based on the candidate’s location (Monday–Friday). Time windows are specified for ET, CT, MT, and PT.

Work Authorization & Remote/Hybrid Requirements

Applicants 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.
For remote and hybrid positions, reliable high-speed internet with a wired connection is required, along with an appropriate place to work with limited disruption. Connectivity must be from an internet service provider that is fiber, cable or DSL. Other necessary computer equipment will be provided. The role may require working in the office if the home work environment and required internet connection are not adequate.

Equal Opportunity

Equal opportunity employer and drug-free workplace. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.