Retirement Plan Advisor

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. Must work with public employees in New Hampshire, be based in the territory, and be able to travel as needed. Responsibilities Conduct Retirement Readiness Reviews, individual meetings, and group presentations to improve retirement outcomes. Develop and maintain strategic partnerships with key stakeholders at each location within the assigned territory or for assigned employer‑sponsored plans. Conduct one‑on‑one virtual and on‑site group meetings using various technologies. 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 regulatory compliance guidelines. Achieve plan‑level and individual goals to meet 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. 3 – 5 years of relevant financial services experience. Strong presentation skills. Proficiency in MS Word, Excel, PowerPoint, and Teams. Strategic thinker who can work independently. Strong relationship building and territory management skills. FINRA Series 6, 63, 65 registrations required within an established timeline; current FINRA registrations strongly preferred. FINRA fingerprinting required upon hire. Preferred Qualifications Working knowledge of Salesforce. Working knowledge of building blocks for successful retirement planning. Basic understanding of defined contribution plans. Practical experience providing high‑level consultative client interactions. Work Location & Requirements Work from within New Hampshire territory; must travel as needed. Remote or hybrid positions require reliable high‑speed wired internet (fiber, cable, or DSL) and an appropriate workspace. Benefits Medical, dental, vision, and life insurance. Retirement savings – 401(k) plan with matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup. Tuition reimbursement up to $5,250 per 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 – paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA). Business Resource Groups (BRGs) open to all employees. Compensation Base salary range: $72,200.00 – $101,975.00. Non‑sales positions may qualify for a bonus program. Sales positions may be eligible for sales incentives and, in some cases, a bonus plan. Total compensation may exceed base salary depending on performance and location. Equal Opportunity Employer We are an equal opportunity employer committed to diversity. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable law. #J-18808-Ljbffr