Retirement Strategy Consultant

Unlock Employer

Posted Sep 19, 2026

Remote · US Full Time

$60K – $78K/yr

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Overview

The Retirement Strategy Consultant provides workplace participants with personalized retirement, investment, and financial wellness guidance to support long-term financial success. Consultants guide participants through managed account solutions, identify referral opportunities to partner teams, and help drive positive outcomes for both participants and the business while delivering a world-class participant experience.

Schedule

Candidates 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.

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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

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 with demonstrated work ethic and the ability to collaborate effectively in a remote team environment
Positive attitude; ability to build rapport with clients; 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

Additional compensation and notes:

Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Benefits include:

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
Tuition reimbursement up to $5,250/year
Business-casual environment with the option to wear jeans
Generous paid time off upon hire: 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 including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) open to all

Work Authorization

Applicants must be authorized to work for any employer in the U.S. Sponsorship or assumption of sponsorship of an employment visa is not available at this time, including CPT/OPT.

Remote/Hybrid Requirements

For remote and hybrid positions, reliable high-speed internet with a wired connection is required, along with a place in your home 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. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Equal Opportunity Employer

Equal opportunity employer. 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.