Job DescriptionWe are currently seeking to add a Retirement Counselor to our growing team. The Retirement Counselor is responsible for developing, leading, and delivering employee enrollment and education meetings for retirement plan clients and their employees, both on-site at client locations and virtually. This individual will possess the ability to speak confidently in front of large groups and individuals in a one-on-one setting. The Retirement Counselor will speak with knowledge of retirement plans and investment portfolios and will lead and implement program enhancements for presentations and materials for participant education.
What You'll Do:- Setting and driving education programs for retirement plan clients - including 401(k), 403(b), and DB cash balance plans
- Building and maintaining strong relationships with plan sponsors and financial professionals
- Serving as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office in relation to education programs
- Planning and conducting enrollment and education meetings - both on-site and virtually
- Preparing education programs and collateral
- Driving plan participation and overall plan contributions through participant education solutions
- Stay current with changing retirement plan rules and regulations
- Differentiating Cetera's retirement plan solutions to drive client retention
- Assist the sales team with new business opportunities as needed
- Cross sell Cetera solutions and services
What You Need to Have: - Minimum of 3 years' experience in financial services industry
- Bachelor's degree required in relevant course of study, or relevant experience
- Knowledge of IRS and DOL regulations relating to qualified retirement plans
- FINRA Series 65 or 66 licensing (or ability to obtain within 90 days of employment)
- Client Relationship Management (CRM) software experience
Travel: Up to 50%
Compensation:The base salary range for this role in Dallas, TX is $75,000-$90,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
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:
- Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and fostering.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
- Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
- Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
