Retirement Plan Counselor
Location
District of Columbia + 2 moreAll locations: District of Columbia, Virginia, West Virginia
Posted
21 days ago
Salary
$62.6K - $88.5K / year
Seniority
Mid Level
Job Description
Job Requirements
- Bachelor's degree and or equivalent experience considered in lieu of a degree
- 2 – 4 years relevant financial services experience
- Strong presentation skills required
- Proficiency in MS Word, Excel, PowerPoint and Teams required
- Strong relationship building and territory management skills
- FINRA Series 6 and Series 63 registrations within established timelines required
- FINRA fingerprinting required
- Working knowledge of Salesforce preferred
- Ability to calculate figures such as interest, proportions, percentages, and fractions required
- Strategic thinker who can work independently
- Practical experience providing high-level, consultative client interactions preferred
- Basic knowledge of defined contribution plans preferred
Benefits
- Medical, dental, vision 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 option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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