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Retirement Advisor
2 months ago
Job Description
Job Description Salary: $60k-$70k
Overview:
We are seeking a knowledgeable and client-focused Retirement Advisor to join our team. The ideal candidate will have a deep understanding of retirement planning and investment strategies, with a particular emphasis on 401K plans and personal finance. As a Retirement Advisor, you will work closely with employers and their respective teams to provide personalized guidance and support, helping them make informed decisions to achieve their retirement goals.
Responsibilities:
Consultation:
Meet with employers and individuals to assess their 401K plan needs and objectives. Provide tailored recommendations for plan design, investment options, and administrative services to optimize the plan's effectiveness and meet regulatory requirements.
Employee Education:
Conduct group meetings with employers and employees to explain the features of the 401K plan, investment options, and retirement planning concepts. Empower employees to make informed decisions about their retirement savings strategies.
Investment Guidance:
Offer personalized investment advice to plan participants based on their individual risk tolerance, time horizon, and financial goals. Help participants select appropriate investment options within the plan and periodically review their portfolios to ensure alignment with their objectives.
Financial Planning:
Assist employees in developing comprehensive retirement savings strategies that integrate their 401K accounts with other retirement vehicles, such as IRAs and pension plans. Address other financial planning needs, such as budgeting, debt management, and insurance coverage, as appropriate.
Regulatory Compliance:
Stay abreast of all relevant laws, regulations, and industry trends related to 401K plans and retirement planning. Ensure that all advice provided to clients is in compliance with applicable regulations and fiduciary standards.
Client Relationship Management:
Cultivate strong relationships with employers and employees through proactive communication, responsiveness to inquiries, and regular check-ins. Serve as a trusted advisor and resource for all matters related to the 401K plan.
Market Research:
Monitor market developments, investment performance, and product offerings within the retirement industry. Identify opportunities to enhance the competitiveness and value proposition of our 401K services.
Qualifications:
Bachelor's degree in finance, business administration, or a related field.
Series 66B license.
Minimum of 5 years of experience in financial advising or retirement planning, with a focus on 401K plans.
Strong understanding of retirement plan design, investment principles, and tax implications.
Excellent communication and interpersonal skills, with the ability to effectively explain complex financial concepts to clients of varying backgrounds.
Proven track record of building and maintaining client relationships.
Detail-oriented with strong analytical and problem-solving abilities.
Ability to work independently and collaboratively within a team environment.
Commitment to upholding ethical standards and acting in the best interests of clients.
Benefits:
Competitive salary and performance-based incentives
Comprehensive health benefits package
Retirement savings plan
Professional development opportunities
Flexible work schedule
If you are passionate about helping individuals achieve financial security in retirement and possess the expertise to guide them through the complexities of 401K planning, we encourage you to apply for the position of Retirement Advisor. Join us in making a positive impact on the financial well-being of our clients.
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