Remote Retirement Plan Advisor: Build Confident Futures

Naukri Mitra; United States; Remote; USD 128,000 - 156,000; Full time

Benefits offered by this job

Performance-based incentives

Paid time off

Wellness programs and professional dev

Flexible/hybrid scheduling

Job summary

Naukri Mitra is seeking a Virtual Retirement Plan Advisor to guide clients remotely through retirement planning, helping them feel secure about their financial future from home. You’ll translate complex pension options into clear steps and design personalized strategies, focusing on empathy, compliance, and accessible guidance.

The role emphasizes remote communication, ongoing learning, and collaboration with a team to deliver confident financial outcomes for clients across diverse situations.

Qualifications

• Background in finance, accounting, or economics is helpful but not mandatory.
• Credentials like CFP, CFA, or CRPS are a plus, but not required.
• Strong understanding of retirement vehicles (401(k)s, IRAs, pensions, annuities).
• Ability to design long-term retirement strategies in a clear and approachable way.
• Comfort with digital communication: video calls, messaging, and planning tools.

Responsibilities

• Guide, advise, and connect with clients through remote conversations.
• Explain retirement plans in approachable terms and map out personalized strategies.
• Assist clients with pension choices and retirement income planning.
• Utilize online portfolio tools and digital planning platforms as needed.
• Maintain empathy and active listening to understand each client's unique situation.

Skills

Clear communicator

People-first

Tech comfortable

Problem solver

Compliance focus

Retirement savings guidance

Job description

Naukri Mitra is seeking a Virtual Retirement Plan Advisor to guide clients remotely through retirement planning, helping them feel secure about their financial future from home. You’ll translate complex pension options into clear steps and design personalized strategies, focusing on empathy, compliance, and accessible guidance.

The role emphasizes remote communication, ongoing learning, and collaboration with a team to deliver confident financial outcomes for clients across diverse situations.