Online Retirement Plan Specialist

Naukri Mitra; United States; Remote; USD 64,000 - 79,000; Full time

Benefits offered by this job

Monthly tech stipend

On-demand certifications

Flexible hours

Innovation funding

Job summary

Naukri Mitra seeks an Online Retirement Plan Specialist to guide clients through AI-driven retirement options. This remote, full-time role relies on predictive analytics to tailor strategies, with emphasis on real-time data and secure cloud-based platforms.

The ideal candidate has 3+ years in digital retirement advisory, strong communication, and proficiency in data visualization and financial modeling. Remote-first culture, ongoing certifications, and flexible hours are offered.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• 3+ years in digital retirement advisory or wealth management.
• Remote-first work capability and strong communication.
• Experience with data visualization and predictive analytics.

Responsibilities

• Tech-enabled consultation using AI-driven dashboards.
• Conduct video sessions and secure online client interactions.
• Monitor investments and suggest allocations with analytics.
• Ensure compliance with regulatory requirements and reporting.
• Engage clients through app-based alerts and webinars.

Skills

Retirement advisory

Remote work independence

Data visualization

Financial modeling

Strong communication

AI familiarity

Education

Bachelor's degree in Finance / related field

Tools

Salesforce

HubSpot

Zapier

Power BI

Excel

Tableau

Jira

Confluence

Notion

Job description

Online Retirement Plan Specialist Job Overview

Job Type: Remote | Full-Time Annual Salary: $71,581 This is more than just a job—it's an opportunity to shape the future of financial wellness through cutting-edge technology and meaningful client impact. As an Online Retirement Plan Specialist, you will use data-driven platforms, digital tools, and fintech innovations to offer personalized retirement planning. This remote role blends the stability of the finance world with the dynamic energy of tech, perfect for professionals eager to leave their mark in the digital financial space.

Why Join Us?

We are not just a retirement planning company but an innovation hub. Our tools are cloud-native, our strategies are powered by artificial intelligence, and our clients benefit from real-time analytics and human-centric design. You’ll be surrounded by a team that values creativity, continuous learning, and practical problem-solving. With over 850,000 users and growing, your role will directly influence the financial futures of thousands. Our mission is to make retirement planning intuitive, transparent, and digitally effortless. Thanks to our team's dedication and robust technological foundation, we’ve achieved a 4.8/5 average customer satisfaction rating. You’ll help shape this experience with the best tools at your fingertips.

Key Responsibilities

Tech-Enabled Consultation Use predictive algorithms and AI-driven dashboards to guide clients through retirement options based on their data profiles.

Client Interaction Conduct video sessions and interactive chats using secure, cloud-based platforms to build trust and tailor personalized strategies.

Portfolio Management Utilize integrated fintech systems to monitor client investments, assess risks, and suggest allocation improvements using machine learning analytics.

Compliance & Reporting Ensure digital audit trails and real-time compliance using automated tools aligned with federal and state regulations.

Ongoing Support Deliver proactive engagement through push notifications, app-based alerts, chatbot assistants, and live webinars.

Core Duties and Tasks

Analytical Expertise Interpret client data with advanced tools like Power BI and Tableau, offering custom forecasts integrating longevity models and economic indicators.

Financial Forecasting Build simulations for retirement savings outcomes using stochastic modeling and real-time market inputs.

Regulatory Awareness Maintain up-to-date knowledge of changing retirement laws such as ERISA, 401(k), and Secure 2.0 Act adjustments.

Cross-functional Collaboration Contribute insights to multidisciplinary teams via Jira, Confluence, and Notion. Work closely with engineers to improve backend tools.

Digital Documentation Leverage CRM systems (Salesforce, HubSpot) to log client interactions, track trends, and report KPIs across departments.

Tools & Technologies

• CRM & Automation: Salesforce, HubSpot, Zapier
• Financial Modeling: Power BI, Excel, Tableau, FinCalc
• Communication: Zoom, Slack, MS Teams
• Project Management: Notion, Confluence, Jira
• Security & Compliance: 2FA, SOC 2, DocuSign, GDPR protocols
• Client Interface: Web portal, mobile app, chatbot AI assistants

Key Performance Indicators (KPIs)

• Client Satisfaction maintain a satisfaction rate of 98%+ based on post-service NPS and feedback surveys.
• Client Retention reduce plan termination rate by 20% annually through dynamic plan optimization.
• Accuracy ensure forecast precision with <1% deviation across simulations and plan comparisons.
• Responsiveness resolve 95% of client inquiries within a four-hour window using automated triage and live support tools.

Ideal Candidate Profile

Required Skills

• Bachelor's degree in Finance, Business Administration, or related field
• At least 3 years in digital retirement advisory or wealth management
• Demonstrated ability to work independently in a remote-first culture
• Tech fluency across financial modeling tools and communication platforms
• Excellent communication abilities with a talent for simplifying financial concepts for diverse audiences simply

Preferred Skills

• CFP designation or similar industry certification
• Familiarity with retirement legislation (ERISA, IRA, 401(k), etc.)
• Hands‑on experience with data visualization and predictive analytics
• Exposure to AI-enhanced onboarding and client service tools

Our Tech Philosophy

We believe fintech can unlock brighter futures. Our infrastructure is built for speed, scalability, and security. We use machine learning for personalized plan predictions, blockchain for document security, and behavioral finance for a better user experience. Our internal APIs ensure fast data exchanges and optimize everything for mobile and web platforms. The tech here isn’t just advanced—it’s transformative.

Our Impact in Numbers

• 850,000+ active users on our AI-driven planning platform
• 99.99% platform uptime secured by end-to-end encryption
• 36% annual user growth in digital advisory solutions
• 4.8/5 customer satisfaction from over 40,000 reviews
• 89% of clients say our platform is easier to use than competitors’

Remote Work Benefits

• Global-first culture—work from anywhere, anytime
• Monthly $200 tech and connectivity stipend
• On-demand certifications and access to elite financial webinars
• Flexible hours with zero micromanagement
• Innovation challenges—your ideas can be funded and scaled

Career Advancement Path

• Start as a Retirement Plan Specialist and progress through a mapped journey: Senior Advisor – Manage high-net-worth portfolios and complex planning scenarios
• Client Strategy Manager – Develop training protocols and optimize engagement
• Digital Financial Products Analyst – Create tools and frameworks for predictive planning
• Head of Remote Advisory Services – Lead global strategy, hiring, and platform evolution

Ready to Take the Next Step? We’re building the retirement future—smarter, faster, and completely digital. If you’re ready to combine empathy with analytics and innovation with client trust, this is where you belong. Help us lead the transformation in fintech advisory services with your skills, your voice, and your ambition. Ready to build the future with us?