Join a dynamic and growing organization dedicated to helping individuals achieve their financial goals and enjoy a secure retirement. At [Company Name], we believe in making a positive impact on the lives of those we serve, and we offer a truly inclusive work environment where your contributions matter.
Position Overview
As a Retirement Plan Advisor, you will play a crucial role in empowering individuals to navigate their retirement journey with confidence. Serving as a trusted advisor, you will work with participants in the greater Greenville, SC area, both in person and virtually, to provide personalized guidance and support.
Responsibilities
Develop strategic partnerships with key contacts and agencies within your assigned territory.
Conduct Retirement Readiness Reviews, individual meetings, and group presentations to enhance retirement outcomes.
Create dynamic business plans to maximize impact on participants.
Utilize thoughtful analytics to address diverse needs and challenges.
Document interactions and ensure compliance with regulatory guidelines.
Collaborate with internal teams to optimize service delivery.
Qualifications
2+ years of related experience.
Bachelor's degree or equivalent.
FINRA Series 6 and 63 registrations (Series 65 preferred).
Reliable personal transportation for travel within the territory.
Strong relationship-building and territory management skills.
Preferred Qualifications
Experience with retirement planning/financial planning software.
Proven ability to work independently and think strategically.
Effective public speaking skills.
Familiarity with defined contribution business and ERISA.
Benefits
We offer a comprehensive benefits package designed to support your well-being and career growth:
Medical, dental, vision, and life insurance.
Generous retirement savings plan with company matching contributions.
Tuition reimbursement program.
Paid time off and company holidays.
Paid volunteer time.
Leave of absence programs.
Business Resource Groups for networking and support.
Salary Range
$65,900.00 - $93,125.00 base salary, with additional incentives based on performance.
Equal Opportunity Employer
[Company Name] is committed to diversity and equal opportunity. We encourage individuals from all backgrounds to apply.
Application Deadline
June 22, 2024
Employment Type: Full-Time
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Human Resources Services
Referrals increase your chances of interviewing at Get It Recruit - Finance by 2x