Job Description

Retirement Planning Financial Advisor (Investment Benefits Advisor) - Not Sales

RETIREMENT PLANNING ADVISOR POSITION OVERVIEW:

We are looking for a Retirement Planning Advisor (Investment Educator) to educate and advise our clients employees, or plan participants, through retirement investment education (401k benefits and options provided by their employer). The Retirement Planning Financial Advisor will be responsible for coordinating and providing enrollment and education meetings (virtual and in person) focused on encouraging employee participation in the retirement plan. The Retirement Planning Financial Advisor will conduct ongoing education sessions to reinforce the benefits of plan participation, focus on retirement readiness and increase participation in the established plans.

RETIREMENT PLANNING FINANCIAL ADVISOR POSITION REQUIREMENTS:

License/Certification:

• FINRA Series 6 or 7 required

• Designations such as AIF and other Retirement Plan designations are a plus

• Must obtain the required Federal and/or state licenses/registrations within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.

Knowledge and Experience:

• 3+ years' relevant experience conducting in-person group trainings focused on retirement planning

• Must have in-depth understanding of the retirement plan business and working knowledge of ERISA, recordkeeping and plan investments

• Must have previous experience in the financial industry, specifically educating clients on retirement plans / 401k benefit options

• Must have experience in retirement investment education training large groups and one-on-one (strong presentation and PowerPoint skills)

• Proven experience as a Retirement Investment Educator, 401(k) Benefits Educator, Financial Advisor/Financial Representative, or similar role prior

Skills/Competencies:

• Bilingual in Spanish highly preferred

• Excellent presentation/verbal and written communication skills

• Proficient in using technology to present content/meetings

• Proficient in Microsoft Office (Outlook, PowerPoint, Word, Excel) with working knowledge of project management tools and CRM platforms a plus (e.g. Salesforce)

• A customer-oriented attitude and problem-solving aptitude

• Ability to work well with a team and independently

• BS/BA required; degree in Finance or a related field preferred

Travel:

• Requires 50%+ of time traveling across mostly California (largely San Diego, LA, and San Francisco metropolitan areas) and across the U.S. as needed

• When not traveling, flexibility for in-office or home office as required

• Office Location: 12651 High Bluff Dr, San Diego, CA 92130

RETIREMENT PLANNING FINANCIAL ADVISOR POSITION RESPONSIBILITIES:

• Conduct both offsite in-person client office visits and virtual presentations to educate company employees about their retirement benefits through NEXT

• Schedules and conducts initial enrollment meetings (large and small groups) aimed at educating plan sponsors and potential plan participants, focusing on the value of participating in their retirement plan

• Delivers ongoing education and re-enrollment meetings to existing and potential plan participants

• Works to educate plan participants on retirement readiness, ongoing through the various phases of their career, with a focus on increasing plan participation rates and deferral percentages

• Designs new and modifies existing presentation material through PowerPoint and other methods to tailor the experience to the companys employee audience as needed

• Edit and contribute to the financial education/training curriculum to match each clients employee participant group needs

• Answers participant questions as needed

• May work with financial planners to customize retirement plans based on participants needs

• Collaborate with internal teams (financial planners, senior management, etc.) to address customers needs

• May perform other duties as assigned

ABOUT NEXT RETIREMENT SOLUTIONS:

What's NEXT? The answer differs for all of us. Every company, organization and individual has their own unique goals, mission and vision for the future, but one common denominator is this - retirement is on everyone's radar.

At Next Retirement Solutions, a branch of Raymond James Financial, you'll find a full team of retirement planning specialists, bringing a breadth of knowledge, services, technology and resources to help our customers employees be fully prepared for retirement - and all to come. NEXT Retirement Solutions serves clients from coast to coast, all across America. Prospective clients are no longer limited to choosing a retirement plan specialist simply based on geography.

Website: http://nextretirementsolutions.com

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