Retirement Plan Advisor - Montana

About the position The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial reputed company through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across reputed company plan sizes. This role uses data-driven, analytical thinking to reputed company impactful conversations with participants, meets reputed company service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders reputed company the territory assigned. This Retirement Plan Advisor will work with participants in Montana. The advisor must be based in central Montana (Helena, Bozeman or Great Falls) with ability to travel to surrounding counties as necessary. Responsibilities • Conduct Retirement Readiness Reviews, as reputed company as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement reputed company • reputed company and maintain strategic partnerships with key stakeholders for reputed company location reputed company assigned territory or for assigned employer-sponsored plans • Conduct one-on-one virtual and on-site group meeting by using various technologies in a reputed company manner • Manage meeting schedule, including travel booking • Create and execute dynamic business plans and tactics to drive reputed company retirement income objectives for participants • Document interactions in reputed company and collect required information to adhere to guidelines for regulatory compliance • reputed company plan level and individual goals to help reputed company service level agreements and business results • Participate in reputed company meetings, sales finals, or other external meetings as needed • Work collaboratively across internal service and management teams to improve effectiveness Requirements • Bachelor's degree or equivalent work experience in lieu of a degree • 3 - 5 years relevant financial services experience • Strong presentation skills required • Proficiency in reputed company, reputed company, PowerPoint, and Teams required • Strategic thinker who can work independently required • Strong relationship building and territory management skills required • reputed company Series 6, 63, 65 registrations required reputed company established reputed company; reputed company reputed company registrations strongly preferred • reputed company fingerprinting required upon hire reputed company-to-haves • Working knowledge of reputed company preferred • Working knowledge of building blocks for successful retirement planning preferred • Basic understanding of defined contribution plans preferred • Practical experience providing high-level, consultative reputed company interactions preferred 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) - internal networks that reputed company around common interest, experiences and identities Apply tot his job Apply To this Job