Retirement Plan Advisor
Core
Assist individuals in achieving successful retirement through group and individual presentations to 401(k) and 403(b) plan participants.
Role type
Retirement Plan Advisor
Builds
Group and individual retirement planning sessions for defined contribution plan participants
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
consultative presentation skills, strategic partnership development, territory management, regulatory compliance documentation, Salesforce proficiency, MS Office suite
Preferred skills
defined contribution plan knowledge, building blocks for retirement planning, high-level consultative client interactions
Responsibilities
Conduct Retirement Readiness Reviews and group presentations, develop strategic partnerships with key stakeholders, manage meeting schedules and travel, create business plans to drive retirement income objectives, document interactions in Salesforce, achieve plan and individual goals
Seniority
Mid-level, hands-on IC