Retirement Plan Advisor - Jackson

TL;DR

Retirement Plan Advisor (Jackson): Assists individuals in achieving successful retirement through group and individual presentations for 401(k), 403(b), and 457 plans with an accent on data-driven analysis and stakeholder relationships. Focus on conducting retirement readiness reviews, managing territory meetings, and meeting service level agreements in Jackson, MS area.

Location: Remote - Must reside within Jackson, MS territory. US work authorization required; no visa sponsorship.

Company

Financial services company transforming lives through retirement planning and flexible career paths.

What you will do

• Conduct retirement readiness reviews, individual meetings, and group presentations to improve outcomes.
• Develop strategic partnerships with key stakeholders in assigned territory.
• Manage virtual and on-site meetings using various technologies, including travel booking.
• Create business plans to drive retirement income objectives and achieve goals.
• Document interactions in Salesforce for compliance and participate in client meetings.
• Collaborate with internal teams to enhance service effectiveness.

Requirements

• Bachelor's degree or equivalent experience
• 3–5 years relevant financial services experience
• Strong presentation skills
• Proficiency in MS Word, Excel, PowerPoint, and Teams
• FINRA Series 6, 63, 65 registrations required (current preferred)
• FINRA fingerprinting upon hire

What will set you apart

• Working knowledge of Salesforce
• Knowledge of retirement planning building blocks
• Understanding of defined contribution plans
• Experience in high-level consultative interactions

Culture & Benefits

• Medical, dental, vision, life insurance
• 401(k) with up to 6% company match, tuition reimbursement up to $5,250/year
• Generous PTO, 10 company holidays, 3 floating holidays, paid volunteer time
• Paid parental leave, short/long-term disability, FMLA
• Business-casual with jeans option, business resource groups for inclusion
• Reliable high-speed internet required for remote work; equipment provided