Retirement Plan Advisor

Overview

Assist individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants, working with public employees in the Framingham area.

What you'll do

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
• Conduct one-on-one virtual and on-site group meetings using various technologies in a professional manner
• Manage meeting schedule, including travel booking
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
• Achieve plan level and individual goals to help achieve service level agreements and business results
• Participate in client meetings, sales finals, or other external meetings as needed
• Work collaboratively across internal service and management teams to improve effectiveness

What you'll need

• Bachelor's degree or equivalent work experience in lieu of a degree
• 3 – 5 years relevant financial services experience
• Strong presentation skills
• Proficiency in MS Word, Excel, PowerPoint, and Teams
• Strategic thinker who can work independently
• Strong relationship building and territory management skills
• FINRA Series 6, 63, 65 registrations required within established timeline
• FINRA fingerprinting required upon hire

Nice to have

• Working knowledge of Salesforce
• Working knowledge of building blocks for successful retirement planning
• Basic understanding of defined contribution plans
• Practical experience providing high-level, consultative client interactions
• Current FINRA registrations strongly preferred

Details

• Location: Framingham area, Massachusetts; advisor must be based in the territory
• Remote and hybrid work; ability to travel as needed
• Applicants must be authorized to work for any employer in the U.S.; no visa sponsorship, including CPT/OPT