What are the responsibilities and job description for the Associate Retirement Plan Consultant position at Cetera Financial Group?
Job Description
As a Cetera Associate Retirement Plan Consultant, you will partner with our territory based Qualified Retirement Plan Consultants to focus on the implementation of our programs and services, driving sales of employer sponsored plans. This is accomplished by proactively and reactively working with our advisors through phone and web-based meetings drawing on extensive product knowledge, industry insights, and our retirement plan resources. This role will support our sales team with issue resolution along with outbound efforts for various campaigns.
Primary Job Responsibilities :
- Serve as a liaison between the Retirement Consultants and our Platform Team calling out to financial advisors to resolve operational issues
- Educate advisors around the benefits and program requirements of leveraging our ERISA Advice and Consulting Program and 3(38) Solution and program requirements
- Assist Retirement Consultants with proposal generation for qualified plans coordinating with the sales desks of our recordkeeping partners
- Respond to inbound inquiries from our advisors around the technical aspects of employer sponsored plans
- Work alongside the Retirement Plan Consultants in outbound efforts for various campaigns
- Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors
- Productively work together and collaborate with other home office departments
What you need to have :
Compensation : The base annual salary range for this role is $85,000 - $90,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
LI-Hybrid
About Us
What we give you in return :
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including :
About Cetera Financial Group :
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and / or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and / or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and / or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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Salary : $85,000 - $90,000
