Consultant - Retirement Plan Participant (Remote) - Travel (15-20%)

Retirement Plan Participant Consultant - Remote (15-20% Travel)

Compensation: \(65,000 - \)100,000, with eligibility for bonuses

Location: Philadelphia, PA (fully remote options available, hybrid preferred)

We are currently looking for a motivated and proactive Retirement Plan Participant Consultant to become a valuable member of our team. In this pivotal role, you will deliver essential financial education to employees enrolled in retirement plans across the region. Your primary responsibility will be to guide participants through their options for 401(k), 403(b), and other retirement plans, aiding them in realizing their retirement aspirations. Additionally, you will build relationships and generate referrals for our wealth management advisors through both group and individual financial education sessions.

Key Responsibilities

• Participant Education: Conduct one-on-one or group discussions to impart knowledge about retirement plan options.
• Meeting Facilitation: Organize and deliver financial education meetings, both in-person and virtually.
• Primary Contact: Serve as the main point of contact for plan participants, leading the financial education efforts.
• Client Engagement: Engage actively with clients and their employees to meet service expectations.
• Preparation and Follow-up: Ensure thorough preparation for meetings and effective follow-up on deliverables.
• Compliance Consultation: Collaborate with internal ERISA teams to ensure compliance across all client-related matters.
• Timely Correspondence: Address client inquiries promptly, providing accurate and timely resolutions.
  
  

Required Skills

• Proficient in Microsoft Office Suite
• Proven experience in building and managing client relationships
• Familiarity with retirement plans is advantageous
• Exceptional written communication abilities
• Strong decision-making skills as an autonomous worker
• Excellent interpersonal skills for engaging with diverse personalities
• Effective leadership and coaching capabilities
• Analytical and problem-solving proficiency
• High attention to detail and professionalism in all interactions
  
  

Qualifications

• A college degree or relevant experience is preferred
• Bilingual proficiency in Spanish is preferred
  
  

Career Growth Opportunities

We offer comprehensive training and ongoing support to facilitate your success in this role. This position provides a significant opportunity for financial advancement, particularly for high achievers who are eager to master the diverse and essential technical skills required for proficiency.

If you possess a passion for aiding others in reaching their financial objectives and thrive in a dynamic, collaborative atmosphere, we encourage you to apply!

Employment Type: Full-Time