Retirement Plan Advisor

Overview Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, fluid career paths, and we celebrate internal mobility. Our focus on purpose, well‑being, and work‑life balance helps create a welcoming and inclusive environment where associates volunteer thousands of hours for meaningful causes. Responsibilities Conduct retirement readiness reviews, individual meetings, and group presentations to improve retirement outcomes. Develop and maintain strategic partnerships with key stakeholders across assigned locations and employer‑sponsored plans. Lead one‑on‑one virtual and on‑site group meetings using professional technology solutions. Manage meeting schedules, including travel booking. Create and execute dynamic business plans to drive positive retirement income objectives. Document interactions in Salesforce and collect required data in compliance with regulatory guidelines. Achieve plan‑level and individual goals to meet service level agreements and business results. Participate in client meetings, sales finals, or external meetings as needed. Collaborate with internal service and management teams to enhance effectiveness. Qualifications Bachelor's degree or equivalent work experience. 3–5 years of relevant financial services experience. Strong presentation and strategic thinking skills. Proficiency in MS Word, Excel, PowerPoint, and Teams. Independent work ethic and strong relationship‑building abilities. FINRA Series 6, 63, 65 registrations required within established timeline; current registrations strongly preferred. FINRA fingerprinting required upon hire. Additional Qualifications Working knowledge of Salesforce is preferred. Working knowledge of building blocks for successful retirement planning is preferred. Basic understanding of defined contribution plans is preferred. Practical experience in high‑level, consultative client interactions is preferred. Benefits Medical, dental, vision and life insurance. 401(k) plan with up to 6% company matching and potential discretionary contribution. Financial advisory services and broad investment lineup. Tuition reimbursement up to $5,250/year. Business‑casual environment with optional denim. Generous paid time off, including a program, ten company holidays, and three floating holidays. Paid volunteer time—16 hours per calendar year. Paid parental leave and short‑ and long‑term disability coverage. Family and Medical Leave (FMLA). Business Resource Groups (BRGs) for inclusion and collaboration. Salary Base salary range: $86,600.00 – $122,375.00. Non‑sales positions may participate in a bonus program; sales positions may receive additional incentives. Legal Notice Equal opportunity employer. Drug‑free workplace. We are an equal opportunity employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, marital status, pregnancy, religion, disability, military or veteran status, genetic information, or any other status protected by applicable law. Applicants must be authorized to work in the U.S.; we do not sponsor or take over sponsorship of employment visas. Remote/Hybrid Work Policy For remote and hybrid positions, a reliable high‑speed wired internet connection and a suitable home workspace are required. Additional equipment will be provided. Employees may be required to work in the office if a home environment does not meet connectivity standards. #J-18808-Ljbffr