Retirement Plan Enrollment Specialist
4 weeks ago
Overview We are seeking a Retirement Counselor to join Cetera Financial Group. 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 role requires the ability to speak confidently in front of large groups and individuals in one-on-one settings, with knowledge of retirement plans and investment portfolios. The position includes leading program enhancements for presentations and participant education materials. Core Responsibilities Set and drive education programs for retirement plan clients including 401(k), 403(b), and DB cash balance plans Build and maintain strong relationships with plan sponsors and financial professionals Serve as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office related to education programs Plan and conduct enrollment and education meetings both on-site and virtually Prepare education programs and collateral Drive plan participation and overall plan contributions through participant education solutions Stay current with changing retirement plan rules and regulations Differentiating Ceteras 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 will have Knowledge of IRS and DOL regulations relating to qualified retirement plans FINRA Series 65 or 66 licensing preferred (or ability to obtain within 90 days of employment) Client Relationship Management (CRM) software experience Bachelors degree required in relevant field, or relevant experience Minimum of 3 years experience in financial services industry Travel: Up to 50% Compensation: The base annual salary range for this position is $65,000 - $85,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ due to geography and cost of labor considerations. About Cetera and Benefits We offer a comprehensive benefits package to support employees and their families, including: Inclusive health, dental, vision and life insurance plans Mental health benefits 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days 401(k) with company contribution (up to 5%), and access to a financial professional Paid parental leave Health Savings and Flexible Spending Account options Employee Assistance Program (EAP), LifeLock, Pet Insurance and more Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers that empowers objective financial advice through trusted financial advisors and financial institutions. Cetera offers resources, platforms, and services to support advisors and institutions in a way that is customized to their needs. Note: This recruitment is managed directly by Ceteras Talent Acquisition team. Employment Details Seniority level: Associate Employment type: Full-time Job function: Finance What we offer is focused on your professional growth, compensation, and work-life balance. Cetera is an equal opportunity employer and celebrates diversity in the workplace. #J-18808-Ljbffr
-
Retirement Plan Enrollment Specialist
2 weeks ago
Dallas, TX, United States Cetera Financial Group Full timeJob Description At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making...
-
Retirement Plan Enrollment Specialist
1 day ago
Dallas, TX, United States Cetera Financial Group Full timeJob Description At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making...
-
Retirement Plan Enrollment Specialist
4 days ago
Dallas, United States Cetera Full timeAt Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If...
-
Retirement Plan Manager
3 days ago
Dallas, TX, United States IMA Financial Group Full timeThe Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan clients, delivering strategic guidance on investment selection, plan design optimization, and fiduciary oversight. This role blends deep industry knowledge with consultative expertise to help plan sponsors achieve their retirement plan goals. By proactively...
-
Associate Retirement Plan Solutions Specialist
2 weeks ago
Dallas, TX, United States Cetera Financial Group Full timeJob Description The Associate Retirement Plan Solutions Specialist plays a key role in approving new business and existing business for the Retirement Plan Solutions team. This position supports the approval and maintenance of group retirement plan accounts and requires effective communication with advisors, recordkeepers, and internal stakeholders. The...
-
Dallas, TX, United States Cetera Financial Group Full timeJob Description The Associate Retirement Plan Solutions Specialist plays a key role in approving new business and existing business for the Retirement Plan Solutions team. This position supports the approval and maintenance of group retirement plan accounts and requires effective communication with advisors, recordkeepers, and internal stakeholders. The...
-
Regional Sales Director-Retirement Plans
4 days ago
dallas, United States Ameritas Full timePosition Description: The Regional Sales Director (RSD) is a retirement plan wholesaler position and is responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. This position is responsible for attaining the...
-
Enrollment Specialist
4 days ago
Dallas, TX, United States Cambium Learning Group Full timeEnrollment Specialist Location: Remote, US. (Must reside and work from the US) Job Overview: Our Company. Time4Learning, a Cambium® Learning Group Brand, offers award-winning online curriculum, resources, and programs for at-home use and within alternative learning settings. Time4Learning has three major brands - its flagship product, Time4Learning, an...
-
Enrollment Specialist
2 days ago
Dallas, TX, United States Cambium Learning Group Full timeEnrollment Specialist Location: Remote, US. (Must reside and work from the US) Job Overview: Our Company. Time4Learning, a Cambium® Learning Group Brand, offers award-winning online curriculum, resources, and programs for at-home use and within alternative learning settings. Time4Learning has three major brands - its flagship product, Time4Learning, an...
-
Retirement Plan Administration Consultant
2 weeks ago
Dallas, TX, United States Cetera Financial Group Full timeJob Description At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take...
