Senior Workplace Planning Consultant
HybridNo visa sponsorship
Core
Deliver comprehensive retirement and financial wellness advice to participants in employer-sponsored plans, guiding them through key decision points for long-term financial success.
Role type
Senior IC financial planning consultant
Builds
Managed account solutions and retirement distribution strategies
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement planning, IRA knowledge, sales, relationship building, policy communication, financial education, goal setting, multi-priority management, software proficiency (Windows, MS Office, Salesforce)
Preferred skills
Consulting skills, self-starter mindset, quick learning ability
Technologies
Salesforce, Windows, Microsoft Office (Word, Excel, PowerPoint)