Job Description
**Grow Your Career with a Thriving Team**
We're on a mission to help individuals achieve their long-term financial goals and improve their lives. As a part of our team, you'll not only make a real difference but also enjoy personal satisfaction through supporting causes that matter to you in a truly inclusive work environment. Your future starts here.
**Role: Retirement Plan Advisor**
As a Retirement Plan Advisor, you'll empower individuals to build a healthy retirement and plan their financial future. You'll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This role supports public clients in the Tucson, AZ area and requires weekly travel within this territory.
**Your Responsibilities**
- Develop and maintain strategic partnerships with key contacts in each location and agencies within your assigned territory.
- Conduct Retirement Readiness Reviews, one-on-one meetings, and periodic group presentations to improve retirement outcomes for participants.
- Create and implement a dynamic business plan and strategy to maximize your impact in your assigned territory.
- Identify various needs and challenges using thoughtful analytics.
- Document interactions in our CRM system and collect required enrollment information to adhere to compliance guidelines.
- Meet service level agreements for the plan and achieve business results.
- Collaborate with internal service and management teams to enhance overall effectiveness.
**What You Bring**
- 2+ years of related experience.
- Bachelor's degree or equivalent experience.
- FINRA Series 6, 63, and 65 registrations (at minimum, current Series 6 and 63 required for serious consideration).
- Reliable personal transportation to cover the assigned territory (mileage reimbursement provided).
- Strong relationship-building and territory management skills.
**What Sets You Apart**
- Current FINRA registrations strongly preferred.
- Experience with retirement planning/financial planning software.
- Ability to think strategically and work independently.
- Proven public speaking skills.
- Good working knowledge of defined contribution business and ERISA.
**What We Offer**
We believe in empowering our employees to lead healthy, balanced lives. Here's what you can expect:
- Comprehensive health and life insurance coverage (medical, dental, vision).
- Generous retirement savings plan with company matching contributions (up to 6%).
- Tuition reimbursement up to $5,250/year.
- Business-casual environment with the option to wear jeans.
- Generous paid time off, including holidays and volunteer time.
- Leave of absence programs, including paid parental leave and disability leave.
- Business Resource Groups that rally around common interests and identities.
**Salary Range**
$69,400.00 - $98,050.00 (The actual compensation offered may vary based on geographic location, work experience, education, and skill level.)
**Equal Opportunity Employer**
We are committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable law.
**Note for Remote and Hybrid Positions**
You will need to provide reliable high-speed internet with a wired connection and a suitable home workspace with limited disruption. If your home work environment is inadequate, you may be required to work in the office.
Join us and make a difference in people's lives, starting with your own!
Employment Type: Full-Time
Salary: $ 69,000.00 99,000.00 Per Year
Job Tags
Holiday work, Full time, Work experience placement, Casual work, Remote job,