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 401(k) and 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 Advisor will work with public employees in the Austin area and must be able to meet with clients in person and virtually. What you will do 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 meeting 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 What you will br Bachelor's degree or equivalent work experience in lieu of a degree 3 – 5 years relevant financial services experience 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 What will set you apart 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 #J-18808-Ljbffr