Retirement Planner

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. A successful Retirement Planner will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll and retain them in our Advisory Services and often referring them to other teams in the company. Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need): Eastern Time (ET): 12:30 p.m. – 9:00 p.m. Central Time (CT): 11:30 a.m. – 8:00 p.m. Mountain Time (MT): 10:30 a.m. – 7:00 p.m. What you will do: Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants. Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions. Identify trends and determine proactive solutions to maximize service quality and increase assets under management. Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest. Document information from conversations with clients pertinent to business and relationship development to be referenced for follow- up calls. Act in a dually registered reputed company reputed company speaking to Advisory clients and reputed company Retail clients. Enroll participants in the managed account offering in the reputed company Retail account. What you will bring: 2 years’ financial industry experience FINRA 7, 63 and 65 (or 66) registrations required FINRA fingerprinting required Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts What will set you apart: Bachelor’s Degree and/or equivalent work experience Fully licensed candidates are preferred Chartered Retirement Planning Counselor (CRPC) Designation preferred Bring a positive attitude, ability to converse with clients and be open to coaching and feedback *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 reputed company at this time, including CPT/OPT.* reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance. 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/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 reputed company. reputed company Salary Range $60,000.00 - $78,000.00 The salary range above shows the typical minimum to maximum reputed company salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer

• Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national reputed company, reputed company, 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 reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. 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 reputed company.* Job Posting End Date at 12:01 am on: 06-27-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for reputed company’s free newsletter. Apply To This Job