Retirement Plan Advisor -- Remote | WFH

At our organization, we're dedicated to helping individuals achieve their long-term financial goals. Whether guiding them through retirement planning or offering personal wealth management strategies, every team member contributes to positively impacting lives. We prioritize job satisfaction by fostering a supportive and inclusive work environment where you can make a difference.

About The Role

As a Retirement Plan Advisor, you will empower individuals utilizing retirement services to secure their financial futures. Serving as their trusted advisor, you'll strategically navigate business objectives while ensuring exceptional client service. This role involves conducting both individual and group meetings, leveraging your expertise to enhance retirement outcomes for public employees in Michigan, primarily between Detroit and Grand Rapids.

Responsibilities

Develop strategic partnerships with key stakeholders and agencies within the assigned territory.

Conduct Retirement Readiness Reviews and individual consultations to improve retirement planning outcomes.

Create and implement dynamic business plans to effectively serve participants.

Utilize analytical insights to address diverse client needs and challenges.

Maintain accurate documentation in Salesforce and ensure compliance with regulatory guidelines.

Meet service level agreements and achieve business targets.

Collaborate cross-functionally with internal teams to optimize service delivery.

Requirements

2+ years of relevant experience.

Bachelor's degree or equivalent practical experience.

Current FINRA Series 6 and 63 registrations; Series 65 strongly preferred.

Reliable transportation for travel within the assigned territory (mileage reimbursed).

Strong skills in relationship building and territory management.

Preferred Qualifications

Experience with retirement planning or financial planning software.

Ability to deliver impactful presentations and engage effectively with diverse audiences.

Proficiency in the defined contribution business and ERISA regulations.

Benefits

We offer a comprehensive benefits package designed to support your well-being and professional growth:

Medical, dental, vision, and life insurance.

Generous 401(k) plan with company matching contributions and financial advisory services.

Tuition reimbursement up to $5,250 per year.

Business-casual environment with a flexible dress code.

Generous paid time off and company holidays.

Paid volunteer time and leave of absence programs.

Business Resource Groups (BRGs) fostering diversity and inclusion.

Note: Applicants must be authorized to work in the U.S. without sponsorship.

Join us in shaping a secure financial future for our clients while enjoying a rewarding career in a dynamic and supportive environment. Your journey starts here!

Employment Type: Full-Time