Retirement Plan Advisor
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Job Description
Retirement Plan Advisor assisting individuals in achieving a successful retirement through financial planning and group presentations. Collaborating with public employees in Orange County.
Responsibilities:
- 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 meeting 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
Requirements:
- 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
Benefits:
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- Tuition reimbursement up to $5,250/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.
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