Retirement Plan Advisor

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k) and Government 457b plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This Retirement Plan Advisor will work with public employees in the Tri-Cities and Knoxville areas of Tennessee and MUST be based in this territory. Will work with employees virtually and in person

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What you will

• doConduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcom
• esDevelop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored pla
• nsConduct one-on-one virtual and on-site group meeting by using various technologies in a professional mann
• erManage meeting schedule, including travel booki
• ngCreate and execute dynamic business plans and tactics to drive positive retirement income objectives for participan
• tsDocument interactions in Salesforce and collect required information to adhere to guidelines for regulatory complian
• ceAchieve plan level and individual goals to help achieve service level agreements and business resul
• tsParticipate in client meetings, sales finals, or other external meetings as need
• edWork collaboratively across internal service and management teams to improve effectivene

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What you will br

• ingBachelor's degree or equivalent work experience in lieu of a deg
• ree3 – 5 years relevant financial services experie
• nceStrong presentation skills requi
• redProficiency in MS Word, Excel, PowerPoint, and Teams requi
• redStrategic thinker who can work independently requi
• redStrong relationship building and territory management skills requi
• redFINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly prefer
• redFINRA fingerprinting required upon h

ire
What will set you a

• partWorking knowledge of Salesforce prefe
• rredWorking knowledge of building blocks for successful retirement planning prefe
• rredBasic understanding of defined contribution plans prefe
• rredPractical experience providing high-level, consultative client interactions prefe