Senior Workplace Planning Consultant

Overview

This role is eligible for a $5,000 sign on bonus for candidates who are already fully licensed. Sign-on bonus eligibility applies to candidates who apply on or before December 31st.

Senior Workplace Planning Consultant responsibilities include delivering comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans. The consultant guides participants through key decision points that influence long-term financial success, supports managed account solutions, and deepens relationships through proactive, personalized engagements.

Operating hours are 6:00 am to 7:00 pm MT, and shifts are assigned based on business need.

Responsibilities

• Cultivate relationships with customers by delivering personalized service and responding to a variety of plan and policy-related questions with listening, patience, empathy, authenticity, proactivity, and perseverance
• Relay accurate information and communicate policies and procedures clearly and concisely
• Retain assets through education and guidance on available plan-specific and general distribution options
• Educate customers on making informed distribution decisions, including advantages of participation in a company-sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of proceeds from retirement investments
• Deliver optimal solutions to customers in every interaction
• Engage with peers to problem solve and deliver results
• Use innovative tools and services to identify the best options and strategies for retirement-planning needs
• Meet monthly and annual sales and service goals

Requirements

• Bachelor’s degree or an equivalent combination of education and professional work experience
• 2+ years of experience in financial services, retirement planning, or advisory environments
• Demonstrated success in sales
• Good understanding of IRAs, retirement investment products/services, and the qualified retirement plan environment
• Demonstrated experience managing multiple priorities, with the ability to handle stressful situations and people on a daily basis
• Good working knowledge of Windows and Microsoft Office Software (Word, Excel, PowerPoint, Excel) and various file manipulation skills on a PC
• Ability to quickly learn the organization’s record keeping system and Salesforce software
• Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation
• FINRA fingerprinting upon hire
• 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 currently, including CPT/OPT

Preferred Qualifications

• Strong consulting skills
• Motivated self-starter able to learn new information quickly and independently
• Strong written, verbal, and presentation skills
• Upbeat, ambitious, and able to work in a fast-paced environment
• Excellent organizational skills and strong follow-through with customers

Compensation & Benefits

• Base Salary Range: $65,600.00 - $92,675.00
• Sign-on bonus: $5,000 for candidates already fully licensed (eligibility applies to candidates who apply on or before December 31st)
• Non-sales positions may participate in a bonus program; sales positions may be eligible for sales incentives and, in some instances, a bonus plan—total compensation may exceed base salary depending on individual performance
• 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 (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 including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) open to all

Location

• Shift coverage is based on business need during operating hours of 6:00 am to 7:00 pm MT.
• For remote and hybrid positions, reliable high-speed internet with a wired connection is required, along with an appropriate place in the home to work with limited disruption. Connectivity must come from a fiber, cable, or DSL internet service provider. 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.

Additional Information

• Job posting end date: 01-22-2027 at 12:01 am
• Equal Opportunity Employer; drug-free workplace
• For individuals who are 40 and over and other protected statuses under applicable federal, state, and local law, all qualified applicants are encouraged to apply and will receive consideration without regard to protected characteristics.
• FINRA fingerprinting upon hire is required.