The RoleWe are hiring a licensed advisor to lead participant education across our client plans. You will run enrollment and education sessions, meet one-on-one with participants, and work closely with our investment team.
Responsibilities- Lead enrollment and education sessions for client employees
- Meet one-on-one with participants on contributions, investments, rollovers, and distributions
- Build and maintain participant education materials
- Support the investment team on fund lineup and monitoring work
Qualifications- Series 65, or Series 66 with Series 7 (current, or obtained within 90 days of start)
- 3+ years in a client-facing role in retirement plans, wealth management, or financial planning
- Working knowledge of 401(k) plan design and investments
- Clear communicator with groups and one-on-one
Nice to have- CFP®, CRPS, AIF, or CPFA
- Prior experience as an Investment Adviser Representative
- Familiarity with ERISA and equity compensation
Cultural Fit- High agency: You believe the world is malleable and want to shape it to your vision.
- High tastes: You have strong opinions on what "good" looks like in your field. Craftsmanship matters.
- Friction friendly: We debate pretty hard. Friction polishes the work. You challenge and expect to be challenged. Compromise leads to mediocrity.
- Tenacity: Relentless work ethic in the face of adversity and rejection.
- Grand ambition: We're energized by people's dreams, for the world and for themselves. Energize us.
