Job Summary

• The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes.
• This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
• We offer an array of diverse and inclusive benefits regardless of where you are in your career.

Matching Summary

Salary

Base: $72,200.00 - $101,975.00; Bonus/Equity: Potential bonus program for non-sales positions, sales incentives for sales positions; Benefits: Medical, dental, vision, life insurance, 401(k) with matching, tuition reimbursement, PTO, paid volunteer time, leave of absence programs

Skills & Requirements

Key Requirements

• 3 – 5 years relevant financial services experience
• FINRA Series 6, 63, 65 registrations
• Bachelor's degree or equivalent work experience
• FINRA fingerprinting required upon hire
• Authorized to work for any employer in the U.S.

Work Rights