Retirement Planning Consultant
Core
Deliver comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans, guiding them through key decision points to influence long-term financial success.
Role type
Senior IC Retirement Planning Consultant
Builds
Managed account solutions and personalized retirement strategies for employer-sponsored plan participants
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Retirement planning acumen, sales, relationship cultivation, policy communication, distribution strategy guidance, multi-priority management, Windows/Microsoft Office proficiency, Salesforce navigation, regulatory compliance (IAR/Series 65)
Preferred skills
Strong consulting skills, self-starter mindset, quick learning ability, innovative problem solving
Responsibilities
Cultivate customer relationships and respond to plan/policy questions, relay accurate policy information, retain assets through education on distribution options, educate customers on informed distribution decisions and tax implications, deliver optimal solutions, engage peers to problem solve, use innovative tools for retirement strategies, meet monthly and annual sales and service goals
Seniority
Senior, hands-on IC