Strategic Retirement Plan Advisor- Indianapolis
Core
Guide individuals in employer-sponsored retirement plans toward long-term financial success by delivering personalized advice, conducting financial assessments, and developing tailored investment and retirement strategies.
Role type
Strategic Retirement Plan Advisor
Builds
Personalized financial plans and retirement strategies for participants
Domain
Financial Services / Retirement Planning
Required skills
Financial planning principles, Defined contribution plans, Investment management, Salesforce, FINRA Series 6/63/65, Client relationship management, Data-driven insights
Preferred skills
Sales experience, Wealth management experience, Investment planning tools, Financial wellness platforms, Microsoft Office, Microsoft Teams
Responsibilities
Conduct in-depth advice conversations to assess participants' overall financial health, Utilize proprietary financial planning software to deliver detailed investment reviews, Lead one-on-one consultations and group education sessions, Document participant interactions and recommendations in Salesforce, Build and maintain strategic partnerships internally and externally, Achieve measurable outcomes by meeting service level agreements and performance goals
Seniority
Mid-Senior level, independent contributor