Retirement Planning Consultant

2 weeks ago

New York, New York, United States Retirable Full time
About Us

Retirable is a New York City-based, venture-funded financial technology firm dedicated to providing expert retirement guidance and withdrawal strategies to everyday individuals, empowering them to secure a brighter future. Traditional retirement planning has often been inaccessible to the average consumer, leaving many older Americans financially unprepared as they transition into retirement. A significant percentage of pre-retirees report lacking a financial plan, which means they are missing crucial insights on income, healthcare, and lifestyle that can lead to a more confident and less stressful retirement.

Explore our insights and articles:

  • How to save America's next retirees before it's too late | Tyler End, CEO
  • Our product principles | Ian Yamey, CTO
  • Retirable secures $6M to plan retirement for those without millions in savings | TechCrunch
  • Never Received Financial Advice On Retirement Planning And Worried You Don't Have Enough? Read On | Forbes
Your Responsibilities

We are seeking a Retirement Planning Consultant to join our Advisory team and contribute to the growth of Retirable. In this role, you will collaborate with our Vice President of Operations to onboard new clients, assist them in reaching their retirement objectives, and help establish the framework of our operations department.

We value candidates who possess a diverse skill set, an innate ability to connect with individuals from various backgrounds, and a strong desire to assist clients in obtaining the financial products they require for a secure future. Your experience should include needs-based selling, customer engagement, and a background in financial planning. You should thrive in a collaborative, fast-paced environment and be passionate about delivering transformative solutions to millions of Americans.

At Retirable, we are developing a range of products designed to simplify the planning process, allowing you to focus on what you do best: building trusted relationships with clients, solving their challenges, and providing impactful advice.

The Impact You Will Make:
  • Guiding individuals through significant financial decisions, enabling them to retire with assurance
  • Emphasizing education, relationship-building, and fiduciary investment advice
  • Offering actionable insights based on firsthand knowledge of customer needs to influence our product development
  • Contributing to a culture of ownership, teamwork, and empathy
About You:
  • Excited to join a startup and actively shape our operations
  • Empathetic, with a deep understanding of our users' financial needs and behaviors, enabling you to recommend effective strategies
  • A natural communicator, thriving in conversations with real people and equipping them with the tools to enhance their financial well-being
  • A proven track record in needs-based selling within financial services and a comprehensive understanding of holistic financial planning
  • Able to distill complex financial concepts into clear, relatable terms while establishing rapport with clients
  • Strong verbal and written communication skills, capable of delivering unique customer insights to cross-functional teams
  • CFP certification or experience in the senior market is advantageous
What We Offer:
  • Competitive salary plus equity options
  • 401(k) plan
  • Flexible, remote-friendly work culture
  • Opportunities for leadership, mentorship, and coaching from an executive team with extensive experience in leading NYC's top fintech startups
  • Retirable is committed to being an equal opportunity employer; we value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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