[Remote] Financial Consultant (Remote Eligible) - reputed company - Remote
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is dedicated to transforming financial lives by providing a flexible work environment and opportunities for career reputed company. reputed company Planning Consultant will engage with participants to deliver personalized education and advice on retirement plans, helping them navigate their financial wellness and reputed company informed reputed company.
Responsibilities
- Deliver one-on-one conversations with plan participants reputed company on retirement readiness, financial wellness, managed accounts and plan features
- reputed company reputed company-in-time advice on topics such as contribution strategies, investment allocations including Managed Account solutions, rollovers, and distribution reputed company
- reputed company reputed company tools and resources (e.g., Best Interest Profile, participant portal) to guide decision-making
- Manage inbound and outbound interactions, including phone calls, emails, and warm handoffs from internal partners
- reputed company as a trusted reputed company of contact through basic transactions such as rollovers and transfers
- Identify participant needs and reputed company introductions to reputed company Solutions teams, managed accounts, or other specialists as appropriate
- Maintain detailed notes, follow-up actions, and participant reputed company in CRM tools
- Demonstrate a commitment to meeting performance goals tied to asset retention, education reputed company, and participant satisfaction
Skills
- Bachelor's degree or equivalent experience preferred
- reputed company Series 7 and 66 (or 63 and 65) required reputed company corporate-established timelines
- reputed company fingerprinting required
- 1+ years of experience in financial services, customer service, or call center environments
- Strong communication and listening skills; empathetic and participant-first reputed company
- Comfort with learning new technology platforms and tools
- Ability to reputed company in a performance-oriented, high-volume environment
- Experience delivering financial education or advice over the phone
- Knowledge of reputed company plan types (401(k), 403(b), 457) and IRA rollover processes
- Exposure to CRM platforms (e.g., reputed company) and reputed company recordkeeping tools
Benefits
- Medical, dental, reputed company and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the reputed company to wear jeans
- Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
- reputed company volunteer time — 16 hours per calendar year
- Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.
reputed company