Retirement Plan Advisor (San Francisco area)

Schools Financial-posted 2 months ago
$77,260 - $115,890/Yr
Full-time • Mid Level
Remote • Sacramento, CA
Credit Intermediation and Related Activities
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The Retirement Plan Advisor position at SchoolsFirst FCU involves promoting 403(b)/457 Retirement Plans to the educational community through workshops, promotions, and events. The role includes developing strategies to expand the credit union's footprint in California, building relationships with potential members, and assisting school employees in establishing retirement accounts. The advisor will analyze members' current retirement plans and provide investment recommendations based on their financial positions. The position requires providing world-class personal service in every interaction and actively seeking new relationships with school districts to increase awareness and participation in retirement plans.

  • Promotes 403(b)/457 Retirement Plans to the educational community by conducting workshops, promotions, and events.
  • Assists in developing strategies for expanding the credit union's footprint in California through engagement in retirement products.
  • Develops relationships within core potential Membership to attract and retain new contributors to the retirement plans.
  • Plans and coordinates business development activities to meet organizational goals related to Retirement Plans and Relationship Management.
  • Assists school employees in establishing retirement accounts and analyzes their current retirement plans.
  • Provides world-class personal service in every Member and non-Member interaction.
  • Promotes retirement products and services through district and school visitations and marketing tools.
  • Meets with key contacts at districts and schools to plan and conduct retirement planning workshops.
  • Trains frontline team members on retirement products and emphasizes the importance of creating awareness with Members.
  • Meets established goals for new retirement plans opened and high service delivery goals.
  • Interviews Members to assess their financial objectives and develops financial plans.
  • Analyzes financial information to determine strategies for meeting Members' financial objectives.
  • Recommends and implements financial planning strategies to help Members achieve their goals.
  • Monitors financial market trends and communicates market knowledge to Members.
  • Prepares and interprets investment performance reports and financial document summaries for Members.
  • Reviews Member retirement plans regularly for necessary reassessment.
  • Contacts Members periodically to keep them engaged and on track.
  • Maintains an updated FINRA Form U4 and completes necessary continuing education training.
  • Attends in-person functions and presentations at various locations as necessary.
  • Bachelor's Degree or equivalent years of experience required.
  • 3-5 years of previous related experience required.
  • FINRA SIE, Series 6 and 63 or Series 7 and 66 license required.
  • California Insurance Life & Disability Licenses required.
  • Valid California driver's license and insurance required.
  • Series 65 preferred.
  • CFP or other recognized designation preferred.
  • In-depth knowledge of investment products including mutual funds, variable and fixed annuities, IRAs, 403(b), 457 (deferred Compensation), STRS, and PERS.
  • Excellent Member service skills and understanding of sales.
  • Competitive salary range of $77,260.00 - $115,890.00.
  • Scheduled weekly hours of 40.
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