Retirement Plan Advisor -- Remote | WFH
Retirement Plan Advisor -- Remote | WFH
Get It Recruit - Finance
Greenville, SC
See who Get It Recruit - Finance has hired for this role
About Us
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
We offer a comprehensive benefits package designed to support your well-being and career growth:
$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
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.
- 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.
- 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.
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.
$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
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Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Human Resources Services
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