Retirement Strategy Consultant - RPAT - Remote

Overview

The Retirement Strategy Consultant - RPAT will provide consultations and advice on foundational financial topics to plan participants, focusing on actionable steps for future financial success.

In Short

• Provide consultations on retirement planning.
• Educate participants on available Advisory Services.
• Utilize the BIP tool for fiduciary recommendations.
• Increase assets under management through proactive discussions.
• Comply with risk procedures and document client interactions.
• Achieve bi-monthly goals related to client retention.
• Work in a flexible environment with opportunities for growth.
• Must be available for extended hours as needed.
• 3+ years of financial industry experience required.
• Bachelor’s Degree and FINRA registrations required.

Requirements

• Strong interpersonal skills.
• Self-starter with problem-solving success.
• Experience in metrics-driven teams.
• Goal-oriented with accountability for results.
• Proficient in Salesforce and retirement planning tools.
• CFP preferred, CRPC required within 6 months.
• Ability to explain complex financial concepts.
• Advanced understanding of managed account programs.
• Detail-oriented with compliance focus.
• Must have reliable high-speed internet for remote work.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) with company matching contributions.
• Tuition reimbursement up to $5,250/year.
• Generous paid time off and holidays.
• Paid volunteer time and leave of absence programs.
• Business-casual work environment.
• Commitment to diversity and inclusion.
• Opportunities for internal mobility.
• Supportive community engagement initiatives.
• Potential for bonuses based on performance.