Retirement Plan Advisor (Finance)

TL;DR

Retirement Plan Advisor (Finance): Providing retirement planning and financial guidance to Government 457 plan participants through consultative reviews and presentations with an accent on territory management and relationship building. Focus on improving retirement outcomes for public employees and managing strategic partnerships within the Las Vegas region.

Location: Must be based in the Las Vegas region

Salary: $75,800 - $107,075

Company

A leading financial services provider dedicated to transforming financial lives through a flexible and inclusive work environment.

What you will do

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

Requirements

• Bachelor's degree or equivalent professional work experience.
• 3–5 years of relevant experience in financial services.
• Must be based in the Las Vegas territory.
• Authorized to work in the U.S. without sponsorship (CPT/OPT not accepted).
• FINRA Series 6, 63, and 65 registrations (current registrations strongly preferred).
• Proficiency in MS Word, Excel, PowerPoint, and Teams.

Nice to have

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

Culture & Benefits

• 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 PTO, including 10 paid company holidays and 3 floating holidays.
• Paid parental leave, as well as short- and long-term disability.
• 16 hours of paid volunteer time per calendar year.