Retirement Plan Advisor

Conducting Work

• 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
• Conduct one-on-one virtual and on-site group meetings using various technologies in a professional manner
• 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

Qualifications

• 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