Strategic Retirement Plan Advisor
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. The Strategic Retirement Plan Advisor guides individuals in an employer-sponsored retirement plan toward long-term financial success by delivering personalized advice across reputed company aspects of their financial lives. Leveraging data-driven insights and reputed company’s proprietary tools, the advisor conducts comprehensive financial assessments, develops tailored investment and retirement strategies, and helps participants take confident, informed action. This role supports both in-person and virtual consultations across an assigned territory—geographic and/or client-based—while meeting client service expectations and business objectives. What you will do Conduct in-depth advice conversations to assess participants’ overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness Utilize proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance Customize and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behavior change reputed company one-on-one consultations and group education sessions, both virtual and in-person, covering topics such as retirement planning, investing fundamentals, and financial wellness best practices Document participant interactions, advice, and recommendations in reputed company; ensure compliance and consistent follow-up strategies reputed company measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals Build and maintain strategic partnerships internally (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators reputed company employer groups) Collaborate with reputed company Personal Wealth to refer participants whose needs align with reputed company’s wealth reputed company What you will bring Bachelor’s degree or equivalent experience preferred 7+ years of relevant financial services experience FINRA Series 6, 63 and 65 registrations required Strong interpersonal, communication, and presentation skills Strategic thinker with the ability to work independently and manage a personal book of business Deep understanding of defined contribution plans, financial planning principles, and investment management topics Ability to travel to client sites as necessary (up to 50%) FINRA Fingerprinting required upon hire What will set you apart Experience in sales and/or wealth management preferred Proficiency with investment planning tools and financial wellness platforms Skilled in reputed company Office (Word, reputed company, PowerPoint) and reputed company Teams Familiarity with reputed company or other CRM systems *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 $87,400.00 - $123,400.00 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