Retirement Plan Advisor

Job Overview 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 403(b) plan participants across all plan sizes. The role uses data‑driven, analytical thinking to lead impactful conversations with participants, meet client service level agreements, and achieve annual targets as assigned. Key Responsibilities Conduct retirement readiness reviews, individual meetings, and group presentations to targeted participants, using consultative expertise to improve retirement outcomes. Develop and maintain strategic partnerships with key stakeholders for 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 professionally. Manage meeting schedules, 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 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. 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. Preferred 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. Compensation and Benefits Base salary range $72,200.00 – $101,975.00 with potential for additional bonus and incentive compensation. 401(k) plan with generous company matching contributions up to 6% and potential discretionary contributions. Medical, dental, vision and life insurance. Tuition reimbursement up to $5,250 per year. Generous paid time off, ten 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 and Family and Medical Leave Act (FMLA) compliance. Business‑casual environment with option to wear jeans. Business Resource Groups (BRGs) open to all employees for inclusion and collaboration. Remote and hybrid positions require reliable high‑speed internet with a wired connection and a suitable work environment at home. EEO Statement We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, 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 state or local law. #J-18808-Ljbffr