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Retirement Planning Consultant

2 months ago

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

Retirable is a New York City-based, venture-backed financial technology firm dedicated to providing expert retirement guidance and decumulation solutions to everyday Americans. Our mission is to empower individuals to prepare for a secure future, addressing the significant gap in professional retirement planning that has left many older Americans underfunded and unprepared for their next life stage. A staggering 72% of pre-retirees report not having a financial plan, which means they are missing critical advice on income, healthcare, and lifestyle that can lead to a more confident and less stressful retirement.

Explore our insights and perspectives:

  • 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 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 achieving their retirement objectives, and help establish the framework of our operations department.

The ideal candidate will possess a diverse skill set, a natural ability to connect with individuals from various backgrounds, and a strong desire to help clients access the financial products necessary for a brighter financial future. You should have experience in needs-based selling, a knack for customer engagement, and a background in financial planning. You will thrive in a collaborative, fast-paced environment and be passionate about delivering impactful solutions to millions of Americans in need.

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 transformative advice.

The Value You Offer:
  • Guiding individuals through some of the most significant financial decisions of their lives - retiring with assurance
  • Emphasizing education, relationship building, and fiduciary investment advice
  • Providing actionable insights based on direct knowledge of customer needs and workflows to influence our product development
  • Fostering a culture of ownership, collaboration, and empathy
About You:
  • Excited to join a seed-stage company and actively shape our operations department
  • Possess the empathy to deeply understand our users' financial needs and behaviors, and recommend strategies to help them achieve their goals
  • Have a sales aptitude: you excel at engaging with real people and equipping them with the tools to enhance their financial lives
  • Demonstrate a proven track record in needs-based selling within financial services and a comprehensive understanding of holistic financial planning
  • Can effectively simplify complex financial concepts while establishing rapport and credibility with clients during discussions
  • Exhibit strong verbal and written communication skills, with the ability to identify and convey unique customer insights to cross-functional teams
  • CFP certification or experience in the senior market is advantageous
Benefits
  • Competitive salary plus company equity
  • 401(k) plan
  • Flexible and remote-friendly work culture
  • Leadership opportunities, mentorship, and coaching from an executive team with experience at several leading Fintech startups in NYC
  • Retirable is 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.