Retirement Plan Advisor
About The Position
The Retirement Plan Advisor helps individuals plan their financial futures and work toward a successful retirement through group and individual presentations to new and existing participants in defined contribution Government 457 plans. The role uses data-driven, analytical thinking to lead impactful conversations, meet client service level agreements, and achieve assigned annual targets. It also supports the Relationship Management team in establishing and maintaining relationships with key stakeholders in the assigned territory. The position serves public employees in the Framingham area. The Advisor must be based in the territory and able to travel as needed.
Requirements
- Bachelor's degree or equivalent work experience in lieu of a degree.
- 3–5 years of relevant financial services experience.
- Strong presentation skills.
- Proficiency in MS Word, Excel, PowerPoint, and Teams.
- Ability to think strategically and work independently.
- Strong relationship-building and territory-management skills.
- FINRA Series 6, 63, and 65 registrations required within the established timeline; current FINRA registrations strongly preferred.
- FINRA fingerprinting required upon hire.
Nice To Haves
- Working knowledge of Salesforce.
- Working knowledge of the building blocks for successful retirement planning.
- Basic understanding of defined contribution plans.
- Practical experience providing high-level, consultative client interactions.
- Current FINRA registrations.
Responsibilities
- Conduct Retirement Readiness Reviews, individual meetings, and group presentations for targeted participants using consultative expertise to improve retirement outcomes.
- Develop and maintain strategic partnerships with key stakeholders at locations in the assigned territory or for assigned employer-sponsored plans.
- Conduct one-on-one virtual meetings and on-site group meetings using technology professionally.
- Manage the meeting schedule, including travel booking.
- Create and execute business plans and tactics to support positive retirement income objectives for participants.
- Document interactions in Salesforce and collect required information to meet regulatory compliance guidelines.
- Achieve plan-level and individual goals that support service level agreements and business results.
- Participate in client meetings, sales finals, and other external meetings as needed.
- Collaborate across internal service and management teams to improve effectiveness.
Benefits
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
- Tuition reimbursement up to $5,250 per year.
- Generous paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
- Paid volunteer time: 16 hours per calendar year.
- Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
- Business Resource Groups open to all associates.
- Business-casual environment with the option to wear jeans.
- Non-sales positions may participate in a bonus program; sales positions may be eligible for sales incentives and, in some instances, a bonus plan.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
