Retirement Plan Advisor

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with public employees in Jacksonville, FL and must be based in this territory. What you will doConduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomesDevelop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plansConduct one-on-one virtual and on-site group meeting by using various technologies in a professional mannerManage meeting schedule, including travel bookingCreate and execute dynamic business plans and tactics to drive positive retirement income objectives for participantsDocument interactions in Salesforce and collect required information to adhere to guidelines for regulatory complianceAchieve plan level and individual goals to help achieve service level agreements and business resultsParticipate in client meetings, sales finals, or other external meetings as neededWork collaboratively across internal service and management teams to improve effectiveness What you will bringBachelor's degree or equivalent work experience in lieu of a degree3 – 5 years relevant financial services experienceStrong presentation skills requiredProficiency in MS Word, Excel, PowerPoint, and Teams requiredStrategic thinker who can work independently requiredStrong relationship building and territory management skills requiredFINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferredFINRA fingerprinting required upon hire What will set you apartWorking knowledge of Salesforce preferredWorking knowledge of building blocks for successful retirement planning preferredBasic understanding of defined contribution plans preferredPractical experience providing high-level, consultative client interactions preferred