Retirement Plan Counselor (Fintech)

TL;DR

Retirement Plan Counselor (Fintech): Delivering on-site and virtual education and enrollment presentations for defined contribution plans with an accent on driving participant actions and managing stakeholder relationships. Focus on facilitating impactful conversations, improving retirement outcomes, and ensuring compliance with FINRA registrations.

Location: Must reside in Philadelphia or close proximity

Salary: $59,700 - $84,300

Company

A leading financial services provider dedicated to transforming financial lives by providing retirement planning tools and flexible career paths.

What you will do

• Conduct virtual and on-site group meetings and one-on-one education sessions using various professional technologies.
• Drive participant engagement to increase plan enrollment, deferrals, and rollovers from previous plans.
• Build and maintain strong relationships with plan sponsor representatives and internal stakeholders.
• Manage meeting schedules and travel logistics within the assigned territory.
• Collaborate with relationship managers to identify and implement effective communication strategies.
• Participate in final presentations for new prospective clients.

Requirements

• Must be authorized to work for any employer in the U.S. without sponsorship (CPT/OPT not accepted).
• Fluent Spanish proficiency is required.
• 2–4 years of relevant financial services experience.
• FINRA Series 6 and Series 63 registrations (obtained within established timelines).
• Bachelor's degree or equivalent professional experience.
• Strong presentation, relationship building, and territory management skills.

Nice to have

• Working knowledge of Salesforce.
• Practical experience in high-level, consultative client interactions.
• Basic knowledge of defined contribution plans.

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.
• 16 hours of paid volunteer time per calendar year.
• Paid parental leave and short/long-term disability programs.