Remote Retirement Planning Advisor I

Transamerica Corporation; Austin (TX); On-site; USD 66,000 - 80,000; Full time

Benefits offered by this job

401k Match

Pension Plan

Tuition Reimbursement

Employee Stock Purchase Plan

Paid Time Off starting at 160 hours annually

Job summary

Transamerica Corporation is seeking a Retirement Planning Consultant I to join their Client Team in Austin, TX. This role involves providing on-site educational and advisory services to major clients, conducting group meetings and one-on-one retirement planning sessions.

The ideal candidate will have a Bachelor’s degree, relevant financial services experience, and required FINRA certifications. The position supports clients in achieving their retirement goals and offers competitive compensation and benefits.

Qualifications

• Bachelor’s degree in a related field or equivalent business experience.
• Three years of financial services or related experience.
• FINRA Series 63 or obtain within six months.

Responsibilities

• Develop strategies to promote participant actions toward retirement.
• Conduct educational meetings and one-on-one retirement planning meetings.
• Provide ongoing support for participants in the Managed Advice program.

Skills

Communication skills

Organizational skills

Presentation skills

Self-motivated

Education

Bachelor’s degree in a related field

FINRA Series 6 or 7

Retirement Plans Associate (RPA)

Job description

Transamerica Corporation is seeking a Retirement Planning Consultant I to join their Client Team in Austin, TX. This role involves providing on-site educational and advisory services to major clients, conducting group meetings and one-on-one retirement planning sessions.

The ideal candidate will have a Bachelor’s degree, relevant financial services experience, and required FINRA certifications. The position supports clients in achieving their retirement goals and offers competitive compensation and benefits.