Retirement Plan Advisor

Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes

Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans

Manage meeting schedule, including travel booking

Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants

Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance

Achieve plan level and individual goals to help achieve service level agreements and business results

Participate in client meetings, sales finals, or other external meetings as needed

Work collaboratively across internal service and management teams to improve effectiveness

Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes

Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans

Manage meeting schedule, including travel booking

Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants

Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance

Achieve plan level and individual goals to help achieve service level agreements and business results

Participate in client meetings, sales finals, or other external meetings as needed

Work collaboratively across internal service and management teams to improve effectiveness

Bachelor's degree or equivalent work experience in lieu of a degree

3 – 5 years relevant financial services experience

Strong presentation skills required

Proficiency in MS Word, Excel, PowerPoint, and Teams required

Strategic thinker who can work independently required

Strong relationship building and territory management skills required

FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred

FINRA fingerprinting required upon hire