Retirement Plan Advisor - Spanish

About the role

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 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned.

Responsibilities

• 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 by using various technologies in a professional manner
• 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

Requirements

• Bachelor's degree or equivalent work experience in lieu of a degree
• 3 – 5 years relevant financial services experience
• Spanish bilingual skills required
• 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

Qualifications

• Working knowledge of Salesforce preferred
• Working knowledge of building blocks for successful retirement planning preferred
• Basic understanding of defined contribution plans preferred
• Practical experience providing high-level, consultative client interactions preferred

Skills

• Strong presentation skills
• Strategic thinker
• Relationship building and territory management skills
• Financial services experience
• Spanish language proficiency
• Proficiency in MS Office tools
• FINRA registrations (Series 6, 63, 65)

Benefits

• Medical, dental, vision and life insurance
• Roth 401(k) plan with generous company matching contributions (up to 6%)
• Financial advisory services
• Potential company discretionary contribution
• A broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the 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)

Pay

$79,400.00 - $112,175.00

Schedule

Remote and hybrid positions require reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity 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.