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)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. 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 Advisor will work with plan participants on the West Coast and bilingual Spanish skills are required.

Occasional travel is required between Colorado and California.

What you will 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 meeting by 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 will bring

• Bachelor's degree or equivalent work experience in lieu of a degree

• 3 – 5 years relevant financial services experience

• Spanish bilingual skills required

• Strong presentation skills required

• Proficiency in MS Word, Excel, PowerPoint, and Teams required

• Strategic thinker who can work independently required

• Strong relationship building and territory management skills required

• FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred

• FINRA fingerprinting required upon hire

What will set you apart

• Working knowledge of Salesforce preferred

• Working knowledge of building blocks for successful retirement planning preferred

• Basic understanding of defined contribution plans preferred

• Practical experience providing high-level, consultative client interactions preferred

#PJRPA

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.