We're dedicated to making a positive impact on people's lives, whether it's by helping them achieve their financial goals or providing personalized wealth management strategies. Every member of our team contributes to this mission, making for a rewarding work experience. Moreover, we encourage our employees to support causes close to their hearts, fostering a truly inclusive work environment. Your journey towards a fulfilling career starts here.
Position: Retirement Plan Counselor
Location: Denver, CO (or nearby)
Language Requirement: Fluent in Spanish
About the Role:
You'll play a crucial role in delivering on-site education and enrollment presentations for our defined contribution 401(k) clients. Leveraging our cutting-edge technology and tools, you'll employees on their path to a successful retirement. Additionally, you'll assist our Client Management team in nurturing relationships with key stakeholders within your assigned territory.
Key Responsibilities:
Develop and deliver communication and education strategies through group meetings, webinars, and recorded presentations.
Provide consultative expertise to increase employee participation and enrollment.
Manage meeting schedules and travel arrangements.
Report meeting details accurately and consistently.
Collaborate with Client Management to identify effective communication materials and strategies.
Qualifications:
Bachelor's degree preferred.
Minimum 2 years of related experience.
Strong numerical skills.
Excellent presentation skills.
FINRA Series 6 and Series 63 registrations required within established timeframes.
Proficiency in MS Word, Excel, and PowerPoint.
Knowledge of products, defined contribution business, and ERISA preferred.
Bilingual (Spanish/English) preferred.
What Sets You Apart:
Proficiency in MS Word, Excel, PowerPoint.
Familiarity products and ERISA.
Bilingual (Spanish/English) proficiency.
Authorization to work in the U.S.
What We Offer:
We prioritize the well-being and professional growth of our employees. Here's what we provide:
Comprehensive medical, dental, vision, and life insurance.
Generous 401(k) plan with company matching contributions.
Tuition reimbursement up to $5,250/year.
Business-casual work environment with the option to wear jeans.
Generous paid time off, including holidays and volunteer time.
Leave of absence programs, including paid parental leave and disability benefits.
Business Resource Groups fostering diversity and inclusion.
Competitive base salary range: $60,200.00 - $85,025.00.
Join Us!
If you're ready to embark on a rewarding career journey with a dynamic and inclusive team, apply now! We're committed to diversity and equal opportunity employment. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, gender, sexual orientation, disability, or veteran status.
Application Deadline: May 17, 2024
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Employment Type: Full-Time
Salary: $ 60,000.00 85,000.00 Per Year
