Workplace Planning Consultant (Fintech)

TL;DR

Workplace Planning Consultant (Financial Planning): Providing guidance on retirement savings goals, such as 401K and IRA products, with an accent on asset growth and retention. Focus on educating customers on retirement plan options and deepening long-term client relationships.

Location: Remote (US only). Applicants must be authorized to work for any employer in the U.S.

Salary: $55,300 - $76,075 base

Company

A financial services company dedicated to helping customers achieve financial freedom through professional retirement planning and wealth management.

What you will do

• Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life transitions.
• Discuss and align 401K and IRA account options with customers' retirement savings goals.
• Educate customers on specific retirement plan information and compare options to optimize savings.
• Focus on deepening the overall relationship between the customer and the company.

Requirements

• Bachelor's degree or an equivalent combination of education and professional experience.
• Minimum of 1 year experience in performance or goal-oriented roles, preferably in asset growth and retention.
• Current FINRA licenses or the ability to obtain FINRA 7, 63 & 65 (or 66) registrations within corporate timelines.
• Must be authorized to work for any employer in the U.S. (no sponsorship available).
• Demonstrated relationship management and customer service skills.

Nice to have

• Previous experience with inbound or phone-based consultation.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience with Salesforce.
• Good understanding of IRAs, retirement investment products, and the qualified retirement plan environment.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with generous 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.
• Paid parental leave and short- and long-term disability programs.
• 16 hours of paid volunteer time per calendar year.