Retirement Plan Enrollment Specialist

Cetera Financial Group; Saint Cloud (MN); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Inclusive health, dental, vision and life insurance plans

20+ days of paid time off (PTO)

401(k) Savings plan with generous contributions

Paid parental leave

Employee Assistance Program (EAP)

Job summary

A leading financial services company is seeking a Retirement Counselor in Minnesota, responsible for leading employee enrollment and education meetings for retirement plans. The ideal candidate will have strong communication skills and experience in the financial services sector. This role offers a base salary of $65,000 to $85,000 plus performance bonuses, with opportunities for growth in a dedicated team-oriented environment.

Qualifications

• 3+ years of experience in the financial services industry.
• Ability to speak confidently in front of large groups.
• Willingness to obtain FINRA Series 65 or 66 licensing within 90 days.

Responsibilities

• Develop and lead employee enrollment and education meetings.
• Build strong relationships with plan sponsors and financial professionals.
• Prepare and conduct on-site and virtual education meetings.

Skills

Knowledge of IRS and DOL regulations

Communication skills

Client Relationship Management software experience

Education

Bachelor’s degree in relevant course of study

Job description

5 days ago Be among the first 25 applicants

Base pay

$65,000.00/yr - $85,000.00/yr

Direct message the job poster from Cetera Financial Group

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.

Core 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 (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

Qualifications

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

Travel

Up to 50%

Compensation

The base annual salary range for this position is $65,000 - $85,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

About Us

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 foster.
• 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.

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.

Advisors at Cetera have access to wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

“Cetera Financial Group” refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, and Cetera Financial Specialists.

Equality statement: Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions at Cetera, including hiring, promotion, transfers, benefits, compensation, and placement, are made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, 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.

Seniority level

Associate

Employment type

Full-time

Job function

Finance