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 participants of defined contribution 401(k)/(a), 403(b), and Government 457 plans across all plan sizes. Responsibilities Conduct retirement readiness reviews, one‑on‑one virtual and on‑site group meetings, and other individual meetings with target participants, applying consultative expertise to improve retirement outcomes. Develop and maintain strategic partnerships with key stakeholders for each location and/or assigned employer‑sponsored plans. Manage meeting schedules, including travel booking, and document interactions in Salesforce to meet regulatory compliance guidelines. Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants. Achieve plan‑level and individual goals, meeting service level agreements and business results. Participate in client meetings, sales finals, or other external meetings as needed. Collaborate 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 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, and 65 registrations required; current registrations strongly preferred. FINRA fingerprinting required upon hire. Preferred Skills Working knowledge of Salesforce. Understanding of building blocks for successful retirement planning. Basic understanding of defined contribution plans. Practical experience providing high‑level, consultative client interactions. Benefits Medical, dental, vision, and life insurance. 401(k) plan with company match up to 6%, potential discretionary contribution, and a broad investment lineup. Tuition reimbursement up to 5,250 dollars per year. Business‑casual environment with the option to wear jeans. Generous paid time off upon hire, including a PTO program, 10 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, short‑ and long‑term disability, and Family and Medical Leave (FMLA). Business Resource Groups (BRGs) to promote inclusion and collaboration. Base salary range 75,800 to 107,075 dollars (total compensation may include bonus or incentive plans). Equal‑Opportunity Statement The company is an equal‑opportunity employer with a commitment to diversity. All qualified applicants will be considered for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity or expression, marital status, pregnancy, religion, physical or mental disability, veteran or military status, genetic information, or any other protected class under applicable law. #J-18808-Ljbffr