Retirement Plan Advisor- Orange County

Position 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 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 Retirement Plan Advisor will work with public employees in Orange County. The Retirement Plan Advisor MUST BE BASED IN ORANGE COUNTY and be available to meet with individuals in person. 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 meetings by using various technologies in a professional manner 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 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 bring 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 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 What we offer you Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company 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 – including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $79,400.00 – $112,175.00 (includes potential bonus and incentive opportunities as noted) Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. Equal opportunity employer • Drug‑free workplace 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 (40 and over), 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. For remote and hybrid positions you will be required to provide 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. 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. Job Posting End Date at 12:01 am on: 05‑16‑2026 #J-18808-Ljbffr