Retirement Plan Advisor (Finance)

TL;DR

Retirement Plan Advisor (Finance): Assisting individuals in achieving retirement goals through consultative presentations and financial planning with an accent on defined contribution plans (401k, 403b, 457). Focus on delivering impactful conversations, managing territory stakeholders, and improving retirement outcomes for participants.

Location: Must be based in the Northeastern PA area to deliver in-person meetings

Salary: $72,200 - $101,975

Company

Financial services provider dedicated to transforming financial lives and helping customers achieve financial freedom.

What you will do

• Conduct Retirement Readiness Reviews and individual or group presentations to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders within the assigned territory.
• Lead one-on-one virtual and on-site group meetings using professional technologies.
• Create and execute dynamic business plans to drive positive retirement income objectives.
• Document all interactions in Salesforce to ensure regulatory compliance.
• Collaborate with internal service and management teams to improve effectiveness.

Requirements

• Bachelor's degree or equivalent work experience.
• 3–5 years of relevant financial services experience.
• FINRA Series 6, 63, and 65 registrations (current registrations strongly preferred).
• Must be authorized to work in the U.S. (no sponsorship available for CPT/OPT).
• Strong presentation and territory management skills.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.

Nice to have

• Working knowledge of Salesforce.
• Understanding of defined contribution plans and building blocks for successful retirement planning.
• Practical experience in high-level consultative client interactions.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• 16 hours of paid volunteer time per calendar year.
• Paid parental leave and short- and long-term disability programs.