Retirement Plan Counselor- Southern California
About The Position
The Retirement Plan Counselor delivers on-site and virtual education and enrollment presentations to new and existing participants in defined contribution 401(k)/(a), 403(b), and/or Government 457 plans across all plan sizes. The Counselor uses Empower technology and tools to help participants take steps toward successful retirement outcomes and supports the Relationship Management team in establishing and maintaining relationships with key stakeholders in the assigned territory. This role serves public employees in Pasadena and northern Orange County. It is hybrid and is not a fully work-from-home position. Overnight travel to Northern California and Washington is required several times per month, approximately 25%.
Requirements
- Bachelor's degree or equivalent experience in lieu of a degree.
- 2–4 years of relevant financial services experience.
- Strong presentation skills.
- Proficiency in MS Word, Excel, PowerPoint, and Teams.
- Strong relationship-building and territory-management skills.
- FINRA Series 6 and Series 63 registrations within established timelines.
- FINRA fingerprinting.
- Ability to calculate figures such as interest, proportions, percentages, and fractions.
- Authorization to work for any employer in the U.S.; visa sponsorship or takeover of sponsorship is not available.
Nice To Haves
- Working knowledge of Salesforce.
- Ability to work independently as a strategic thinker.
- Practical experience providing high-level, consultative client interactions.
- Basic knowledge of defined contribution plans.
Responsibilities
- Develop and facilitate communication and education strategies through one-on-one virtual and on-site group meetings, using various technologies professionally.
- Encourage participants to take measurable actions to improve retirement outcomes, including enrolling in plans, increasing deferrals, and rolling over assets from previous plans.
- Achieve business results and facilitate impactful conversations while meeting service level agreements.
- Complete reporting requirements on time, including logging meetings, attendees, and outcomes in appropriate systems.
- Build relationships with assigned key contacts, plan sponsor representatives, and internal stakeholders to maximize participant outcomes.
- Manage the meeting schedule, including booking travel.
- Provide feedback to local relationship managers on the effectiveness of communication materials and strategies and help identify alternatives.
- Attend client meetings with other service team members.
- Potentially participate in final presentations for new prospects based on territory demands.
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.
- Business-casual environment with the option to wear jeans.
- Paid time off upon hire, ten paid company holidays, and three floating holidays each calendar year.
- 16 hours of paid volunteer time 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
