The Workplace Planning Consultant serves as the frontline of participant engagement, delivering personalized education and advice to help individuals within employer-sponsored plans navigate their retirement plan options and make informed decisions
Job Summary
The Workplace Planning Consultant serves as the frontline of participant engagement, delivering personalized education and advice to help individuals within employer-sponsored plans navigate their retirement plan options and make informed decisions.
We offer an array of diverse and inclusive benefits regardless of where you are in your career, including medical, dental, vision and life insurance, 401(k) plan with company matching, tuition reimbursement, and generous paid time off.
This position can be done remotely but requires reliable high-speed internet and a suitable home work environment, with the possibility of working in the office if requirements are not met.
Matching Summary
The Workplace Planning Consultant serves as the frontline of participant engagement, delivering personalized education and advice to help individuals within employer-sponsored plans navigate their retirement plan options and make informed decisions.
Salary
Base: $55,300.00 - $76,075.00; Bonus/Equity: Bonus program available; Benefits: Medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off
Skills & Requirements
Must-have
Deliver one-on-one participant conversations
Manage inbound and outbound interactions
Use CRM and recordkeeping tools
Provide retirement readiness advice
Operate in a high-volume environment
Nice-to-have
Empathetic and participant-first mindset
Comfort with learning new technology platforms
Experience delivering financial education by phone
Knowledge of qualified plan types and IRA rollovers
Work-life balance and inclusive culture
Key Requirements
FINRA Series 7 and 66 (or 63 and 65) required
FINRA fingerprinting required
1+ years financial services or customer service experience
Authorized to work in the U.S. without sponsorship
Work Rights
Authorized to work in the U.S. without sponsorship