Retirement Plan Advisor

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself.

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 403(b) plan participants. This role uses data-driven, analytical thinking to reputed company impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders reputed company the territory assigned.

This Retirement Plan Advisor position will work with employees in reputed company - Westchester to Brooklyn. The Advisor must be based in this territory and be able to be on-site as required.

What you will do

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes

• reputed company and maintain strategic partnerships with key stakeholders for each location reputed company assigned territory or for assigned employer-sponsored plans

• Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner

• Manage meeting schedule, including travel booking

• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants

• Document interactions in reputed company and collect required information to adhere to guidelines for regulatory compliance

• reputed company plan level and individual goals to help reputed company service level agreements and business results

• Participate in client meetings, sales finals, or other external meetings as needed

• Work collaboratively across internal service and management teams to improve effectiveness

What you will bring

• Bachelor's degree or equivalent work experience in lieu of a degree

• 3 – 5 years relevant financial services experience

• Strong presentation skills required

• Proficiency in reputed company, reputed company, PowerPoint, and Teams required

• Strategic thinker who can work independently required

• Strong relationship building and territory management skills required

• FINRA Series 6, 63, 65 registrations required reputed company established timeline; reputed company FINRA registrations strongly preferred

• FINRA fingerprinting required upon hire

What will set you apart

• Working knowledge of reputed company preferred

• Working knowledge of building blocks for successful retirement planning preferred

• Basic understanding of defined contribution plans preferred

• Practical experience providing high-level, consultative client interactions preferred

reputed company offer you

We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to reputed company.

reputed company Salary Range

The salary range above shows the typical minimum to maximum reputed company salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  reputed company individuals, regardless of personal characteristics, are encouraged to apply.  reputed company qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

*For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.*

Job Posting End Date at 12:01 am on:

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