Retirement Plan Advisor (Finance)

TL;DR

Retirement Plan Advisor (Finance): Assisting individuals in planning their financial future through group and individual presentations to Government 457 plan participants with an accent on consultative expertise and data-driven analysis. Focus on conducting Retirement Readiness Reviews, managing stakeholder relationships within the assigned territory, and achieving annual service level agreements.

Location: Remote (Must reside within the New Hampshire territory with the ability to travel as needed)

Salary: $72,200 - $101,975

Company

Financial services organization dedicated to helping customers achieve financial freedom through flexible work environments and fluid career paths.

What you will do

• Conduct Retirement Readiness Reviews and group presentations to improve retirement outcomes for participants.
• Develop and maintain strategic partnerships with key stakeholders within the assigned territory.
• Manage virtual and on-site meetings using professional communication technologies.
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives.
• Document interactions in Salesforce to adhere to regulatory compliance guidelines.
• Collaborate across internal service and management teams to improve overall effectiveness.

Requirements

• Bachelor's degree or equivalent work experience.
• 3–5 years of relevant financial services experience.
• Must be based in the New Hampshire territory and authorized to work for any employer in the U.S. (no visa sponsorship provided).
• Strong presentation, relationship building, and territory management skills.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.
• FINRA Series 6, 63, and 65 registrations required within an established timeline.

Nice to have

• Working knowledge of Salesforce.
• Knowledge of the building blocks for successful retirement planning.
• Basic understanding of defined contribution plans.
• Practical experience providing high-level, consultative client interactions.

Culture & Benefits

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