Strategic Retirement Plan Advisor

Unlock Employer

Posted Jun 2, 2026

Remote · US Full Time

Apply Direct

Overview

This role involves guiding individuals participating in employer-sponsored retirement plans toward long-term financial success by providing personalized financial advice. Utilizing data-driven insights and proprietary tools, the advisor conducts comprehensive financial assessments, develops tailored investment and retirement strategies, and supports participants through both in-person and virtual consultations across an assigned territory.

Responsibilities

Conduct in-depth advisory conversations assessing participants' overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness.
Use proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance.
Customize and implement actionable financial plans using analytical tools to identify needs and promote long-term financial behavior change.
Lead one-on-one consultations and group education sessions, both virtual and in-person, covering topics such as retirement planning, investing fundamentals, and financial wellness best practices.
Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow-up.
Meet or exceed service level agreements (SLAs), client expectations, and annual performance goals.
Build and maintain strategic partnerships internally (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators within employer groups).
Collaborate with personal wealth teams to refer participants whose needs align with wealth management solutions.

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

Requirements

Bachelor’s degree or equivalent experience preferred.
Minimum 7 years of relevant financial services experience.
FINRA Series 6, 63, and 65 registrations required.
Strong interpersonal, communication, and presentation skills.
Ability to work independently and manage a personal book of business.
Deep understanding of defined contribution plans, financial planning principles, and investment management topics.
Ability to travel to client sites as necessary (up to 50%).
FINRA Fingerprinting required upon hire.
Must be authorized to work for any employer in the U.S.; no visa sponsorship available.

Preferred Qualifications

Experience in sales and/or wealth management.
Proficiency with investment planning tools and financial wellness platforms.
Skilled in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Teams.
Familiarity with Salesforce or other CRM systems.

Compensation & Benefits

Base salary range: $87,400.00 - $123,400.00 (varies by location, experience, education, licensure, and skill level).
Non-sales positions may participate in a bonus program; sales positions are eligible for sales incentives and potential bonuses.
Medical, dental, vision, and life insurance.
401(k) plan with up to 6% company matching contributions, financial advisory services, potential discretionary company contributions, and a broad investment lineup.
Tuition reimbursement up to $5,250 per year.
Business-casual work environment with option to wear jeans.
Generous paid time off upon hire, including ten paid company holidays and three floating holidays annually.
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) to facilitate inclusion and collaboration.

Location & Work Environment

Remote and hybrid work options available.
Remote employees must provide reliable high-speed internet with a wired connection (fiber, cable, or DSL) and a suitable home workspace with limited disruption.
Necessary computer equipment will be provided.
May be required to work onsite if home work environment or internet connectivity is inadequate.

Equal Opportunity

The employer is an equal opportunity organization committed to diversity and inclusion. All qualified applicants will receive consideration without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity or expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other protected status under applicable law.