Strategic Retirement Plan Advisor- Texas
Core
Guide individuals in employer-sponsored retirement plans toward long-term financial success by delivering personalized advice on investment management and retirement strategies.
Role type
Strategic Retirement Plan Advisor (Financial Advisor)
Builds
Personalized financial plans and investment strategies for retirement
Domain
Financial Services / Retirement Planning
Required skills
Financial planning principles, Defined contribution plans, Investment management, Salesforce, FINRA Series 6/63/65, Strategic thinking
Preferred skills
Sales experience, Wealth management experience, Microsoft Office, Financial wellness platforms
Technologies
Salesforce, Microsoft Office, Empower proprietary tools
Responsibilities
Conduct in-depth advice conversations to assess financial health, Utilize proprietary software to deliver investment reviews, Lead one-on-one and group education sessions, Document interactions and recommendations in Salesforce, Build strategic partnerships with internal and external teams, Meet service level agreements and performance goals
Seniority
Mid-Senior level, independent book of business