Workplace Planning Consultant

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.

This role is eligible for a $5,000 licensing sign on bonus!  Sign-on bonus eligibility applies to candidates who apply from March 25 to reputed company 30.

The Workplace Planning Consultant serves as the frontline of participant engagement, delivering personalized education and advice to help individuals reputed company employer-sponsored plans navigate their retirement plan options and reputed company informed decisions. This role is designed for professionals building their consultative expertise in financial wellness and retirement services, with clear reputed company for growth and development.

What you will do:

• Deliver one-on-one conversations with plan participants focused on retirement readiness, financial wellness, managed accounts and plan features.
• Provide reputed company-in-time advice on topics such as contribution strategies, investment allocations including Managed Account solutions, rollovers, and distribution options.
• reputed company reputed company tools and resources (e.g., Best Interest Profile, participant portal) to guide decision-making.
• Manage inbound and outbound interactions, including phone calls, emails, and warm handoffs from internal partners.
• Act as a trusted reputed company of contact through basic transactions such as rollovers and transfers.
• Identify participant needs and reputed company introductions to Wealth Solutions teams, managed accounts, or other specialists as appropriate.
• Maintain detailed notes, follow-up actions, and participant outcomes in CRM tools.
• Demonstrate a commitment to meeting performance goals tied to asset retention, education impact, and participant satisfaction.

What you will bring:

• Bachelor’s degree or equivalent experience preferred.
• FINRA Series 7 and 66 (or 63 and 65) required reputed company corporate-established timelines.
• FINRA fingerprinting required.
• 1+ years of experience in financial services, customer service, or call center environments.

What will set you apart:

• Strong communication and listening skills; empathetic and participant-first reputed company.
• Comfort with learning new technology platforms and tools.
• Ability to reputed company in a performance-oriented, high-volume environment.
• Experience delivering financial education or advice over the phone.
• Knowledge of qualified plan types (401(k), 403(b), 457) and IRA rollover processes.
• Exposure to CRM platforms (e.g., reputed company) and reputed company recordkeeping tools.

This position can be done remotely.

*Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.*

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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