About the Role
This role involves delivering financial guidance to individuals preparing for retirement, focusing on education, plan interpretation, and personalized recommendations.
Responsibilities
- Provide one-on-one counseling to help clients understand retirement planning options
- Explain features and benefits of various retirement plans
- Assess individual financial goals and risk tolerance
- Develop personalized retirement strategies based on client needs
- Conduct retirement readiness evaluations
- Support clients in making informed decisions about savings and investments
- Review account balances, contribution levels, and asset allocations
- Educate clients on retirement income planning
- Address questions about plan rules, distributions, and rollovers
- Maintain accurate records of client interactions and recommendations
- Ensure compliance with regulatory and fiduciary standards
- Stay current on retirement plan regulations and financial products
- Deliver educational workshops and webinars on retirement topics
- Collaborate with internal teams to resolve client issues
- Follow up with clients to track progress toward retirement goals
- Use financial planning tools to model retirement scenarios
- Communicate complex financial concepts in clear, accessible language
- Support enrollment in retirement plans
- Assist with beneficiary designation and distribution elections
- Promote financial wellness through proactive outreach
- Identify opportunities for improved savings behavior
- Help clients understand tax implications of retirement decisions
- Guide clients through required minimum distribution rules
- Maintain professional credentials as required
- Uphold confidentiality and ethical standards in client interactions
Compensation
Competitive salary with performance-based incentives
Work Arrangement
Remote
Team
Part of a national client services team focused on retirement education
Why Join Us
- Opportunity to make a meaningful impact on individuals' financial futures
- Supportive environment with access to training and career development resources
- Flexible remote work structure with emphasis on work-life balance
- Collaborative culture focused on innovation and client-centered service
Required Certifications
- Candidates must hold or be able to obtain a Series 65 license
- Active CFP, ChFC, or equivalent designation is highly preferred
Not available
