Retirement Client Advisor

Remote – US based candidates only, no visa sponsorship available.

About the role

This role will support financial strategy, forecasting, and performance management initiatives that strengthen business visibility and decision-making. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Responsibilities

• Deliver exceptional service while managing a book of business
• Partner with internal teams to understand market narratives and communicate effectively
• Conduct regular investment reviews with clients
• Educate clients on market conditions and relevant policy changes
• Consult on participant education programs to meet client objectives
• Facilitate participant education and investment advice
• Build networking relationships to generate new business opportunities
• Achieve annual new business revenue goals

Qualifications

• Bachelor’s Degree in Business Administration, Finance, or related field, or equivalent experience
• 5-7 years in financial services with at least 3 years in sales
• Broad knowledge of financial markets and asset allocation
• Experience in investment manager selection and monitoring is a plus
• Prior knowledge of DC retirement plans and ERISA regulations
• Strong written and verbal communication skills
• Critical thinking and problem-solving capabilities

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Health insurance (medical, dental, vision)
• Flexible spending and health savings accounts
• Tuition reimbursement
• Employee assistance program and wellbeing initiatives

Pay

$141,354 – $207,900 annually