November 13
πΊπΈ United States β Remote
π΅ $57.3k - $81k / year
β° Full Time
π‘ Mid-level
π Senior
ποΈ Counselor
π½ H1B Visa Sponsor
β’ Develop strategic relationships with site contacts within their assigned territory β’ Meet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness β’ Work closely with internal business partners delivering increased client value β’ Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area
β’ Minimum 3 - 5 years financial services/retirement experience β’ Satisfy service level agreements for the plan as well as achieve business results β’ Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities β’ FINRA Series 6 & 63 licenses required β’ Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts β’ Strong presentation skills β’ Have experience with a consultative needs-based approach helping people plan for retirement β’ Ability to work independently; results-oriented
β’ Medical, dental, vision and life insurance β’ Retirement savings β 401(k) plan with generous company matching contributions (up to 6%) β’ Tuition reimbursement up to $5,250/year β’ Business-casual environment that includes the option to wear jeans β’ Generous paid time off upon hire β including a paid time off program plus ten paid company holidays and three floating holidays each calendar year β’ Paid volunteer time β 16 hours per calendar year β’ Leave of absence programs β including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) β’ Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation.
Apply NowNovember 13
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πΊπΈ United States β Remote
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π° $101M Private Equity Round on 2004-01
β° Full Time
π‘ Mid-level
π Senior
ποΈ Counselor
π½ H1B Visa Sponsor
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