Retirement Plan Advisor (Fintech)

TL;DR

Retirement Plan Advisor (Fintech): Assisting individuals in achieving a successful retirement and planning their financial future through group and individual presentations with an accent on data-driven analysis and consultative expertise. Focus on improving retirement outcomes, maintaining stakeholder relationships, and achieving service level agreements.

Location: Remote - Must reside within territory (US)

Salary: $79,400.00 - $112,175.00

Company

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.

What you will do

• Conduct Retirement Readiness Reviews and presentations to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders.
• Conduct virtual and on-site group meetings using various technologies.
• Manage meeting schedules and travel bookings.
• Create and execute business plans to drive positive retirement income objectives.
• Document interactions in Salesforce and adhere to regulatory compliance.

Requirements

• Bachelor's degree or equivalent work experience.
• 3 – 5 years relevant financial services experience.
• Spanish bilingual skills required.
• Strong presentation, relationship building, and territory management skills required.
• Proficiency in MS Word, Excel, PowerPoint, and Teams required.
• FINRA Series 6, 63, 65 registrations required; current registrations strongly preferred.
• 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 visa at this time, including CPT/OPT.

Nice to have

• Working knowledge of Salesforce.
• Working knowledge of building blocks for successful retirement planning.
• Basic understanding of defined contribution plans.
• Practical experience providing consultative client interactions.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• Retirement savings – 401(k) plan with company matching contributions, financial advisory services, 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.
• Leave of absence programs – including paid parental leave and Family and Medical Leave (FMLA).