About the Role
This role involves working directly with clients to assess financial goals and recommend retirement solutions tailored to their needs. The consultant educates clients on plan options, supports decision-making, and ensures compliance with applicable regulations.
Responsibilities
- Guide clients through retirement planning processes
- Evaluate individual financial situations and objectives
- Explain investment options within retirement accounts
- Support clients in making informed financial decisions
- Monitor account performance and recommend adjustments
- Ensure client interactions comply with regulatory standards
- Maintain accurate records of client consultations
- Respond to client inquiries about account status
- Assist with enrollment in retirement plans
- Clarify tax implications of retirement contributions
- Help clients understand vesting schedules
- Provide educational resources on financial planning
- Track progress toward retirement goals
- Coordinate with internal teams for service delivery
- Address client concerns promptly and professionally
- Stay current on financial regulations and products
- Conduct regular client review meetings
- Promote financial wellness through personalized advice
- Use data to assess client needs and outcomes
- Follow ethical standards in all client interactions
Compensation
Competitive base salary plus performance-based incentives
Work Arrangement
Hybrid work model with office and remote options
Team
Part of a regional client services team focused on retirement solutions
Professional Development
- Ongoing training in financial planning strategies
- Access to certification support programs
- Regular updates on regulatory changes
- Internal workshops on client engagement
Client Engagement Model
- One-on-one consultations with plan participants
- Group education sessions for employer groups
- Follow-up meetings to review progress
- Digital tools to support client interaction
Not available for this position
