Retirement Plan Advisor
Schools Financial•Orangevale, CA
335d•$66,267 - $96,087
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About The Position
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 advisor will develop relationships within the core Membership to attract and retain new contributors to the retirement plans. Responsibilities include managing district and school relationships, planning business development activities, and assisting school employees in establishing retirement accounts. The role emphasizes providing world-class personal service and requires meeting established goals for new retirement plans opened and high service delivery standards.
