Strategic Retirement Plan Advisor- Indianapolis

Overview

This role guides individuals in an employer-sponsored retirement plan toward long-term financial success by delivering personalized advice across all aspects of their financial lives. You will leverage data-driven insights and proprietary tools to conduct comprehensive financial assessments, develop tailored investment and retirement strategies, and help participants take confident, informed action.

Responsibilities include supporting both in-person and virtual consultations across an assigned territory—geographic and/or client-based—while meeting client service expectations and business objectives.

Responsibilities

• Conduct in-depth advice conversations to assess 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; identify needs and follow up to promote long-term financial behavior change
• Lead one-on-one consultations and group education sessions (virtual and in-person) on 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 strategies
• Achieve measurable outcomes by meeting or exceeding 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 to refer participants whose needs align with the organization’s wealth management solutions

Requirements

• Bachelor’s degree or equivalent experience preferred
• 7+ years of relevant financial services experience
• FINRA Series 6, 63 and 65 registrations required
• Strong interpersonal, communication, and presentation skills
• Strategic thinker able 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

Preferred Qualifications

• Experience in sales and/or wealth management preferred
• 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
• Non-sales positions may 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 (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 employees

Location

• Remote and hybrid positions require reliable high-speed internet with a wired connection and a place in your home to work with limited disruption.
• Internet connectivity must be from an internet service provider that is fiber, cable or DSL internet.
• 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.

Additional Information

• Applicants must be authorized to work for any employer in the U.S. The organization is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
• Equal opportunity employer; drug-free workplace.

Application End Date

Job Posting End Date at 12:01 am on 11-07-2026