Retirement Plan Education Consultant

Cetera Financial Group; Dallas (TX); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision, and life ins.

401(k) with company match

Paid time off & holidays

Parental leave

HSA/FSA options

Job summary

Cetera Financial Group is seeking a Retirement Counselor in Dallas, TX to develop and lead employee enrollment and education meetings for retirement plan clients, both on-site and virtual. The role requires speaking confidently to large groups and individuals, with knowledge of retirement plans and investment portfolios.

You will drive program enhancements, build sponsor relationships, coordinate with third-party partners, and assist the sales team with new opportunities while staying current on

Qualifications

• 3+ years of experience in financial services
• Knowledge of IRS and DOL regulations relating to qualified retirement plans

Responsibilities

• Setting and driving education programs for retirement plan clients – including 401(k), 403(b), and DB cash balance plans
• Building and maintaining strong relationships with plan sponsors and financial professionals
• Serving as liaison between 3rd party partners and home office in relation to education programs
• Planning and conducting enrollment and education meetings – both on-site and virtually
• Preparing education programs and collateral
• Driving plan participation and overall plan contributions through participant education solutions
• Staying current with changing retirement plan rules and regulations
• Differentiating Cetera's retirement plan solutions to drive client retention
• Assist the sales team with new business opportunities as needed
• Cross sell Cetera solutions and services

Skills

Public speaking

CRM software experience

Relationship building

Education

Bachelor's degree

Tools

CRM software

Job description

Job Description

At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization. We are currently seeking to add a Retirement Counselor to our growing team. The Retirement Counselor is responsible for developing, leading, and delivering employee enrollment and education meetings for retirement plan clients and their employees, both on-site at client locations and virtually. This individual will possess the ability to speak confidently in front of large groups and individuals in a one-on-one setting. The Retirement Counselor will speak with knowledge of retirement plans and investment portfolios and will lead and implement program enhancements for presentations and materials for participant education.

What You'll Do

• Setting and driving education programs for retirement plan clients – including 401(k), 403(b), and DB cash balance plans
• Building and maintaining strong relationships with plan sponsors and financial professionals
• Serving as liaison between 3 rd party partners (recordkeepers, third party administrators and financial professionals) and home office in relation to education programs
• Planning and conducting enrollment and education meetings – both on-site and virtually
• Preparing education programs and collateral
• Driving plan participation and overall plan contributions through participant education solutions
• Stay current with changing retirement plan rules and regulations
• Differentiating Cetera's retirement plan solutions to drive client retention
• Assist the sales team with new business opportunities as needed
• Cross sell Cetera solutions and services

What You Need To Have

• Minimum of 3 years’ experience in financial services industry
• Bachelor's degree required in relevant course of study, or relevant experience
• Knowledge of IRS and DOL regulations relating to qualified retirement plans
• FINRA Series 65 or 66 licensing (or ability to obtain within 90 days of employment)
• Client Relationship Management (CRM) software experience

Travel

Up to 50%

Compensation

The base salary range for this role in Dallas, TX is $75,000-$90,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

About Us

Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

What We Give You In Return

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.