Retirement Plan Counselor- Philadelphia

Overview

Deliver retirement education and enrollment presentations to defined contribution plan participants while supporting relationship management across an assigned territory.

What you'll do

• Conduct one-on-one virtual and on-site group education meetings.
• Encourage enrollment, deferral increases, and rollovers.
• Meet service-level agreements and business objectives.
• Log meetings, attendees, and outcomes in required systems.
• Build relationships with plan sponsors, key contacts, and internal stakeholders.
• Manage meeting schedules and travel bookings.
• Provide feedback on communication strategies and materials.

What you'll need

• Two to four years of relevant financial services experience.
• Bachelor's degree or equivalent experience.
• Strong presentation skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams.
• Strong relationship-building and territory-management skills.
• FINRA Series 6 and Series 63 registrations within established timelines.
• Fluent Spanish and required FINRA fingerprinting.

Nice to have

• Working knowledge of Salesforce.
• Consultative client interaction experience.
• Basic knowledge of defined contribution plans.

Details

• Remote role in Philadelphia, Pennsylvania.
• Travel and occasional client meetings are part of the role.
• Base salary: $59,700–$84,300 per year.