Workplace Planning Consultant

Our reputed company for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. As a Workplace Planning Consultant, you will be part of our growing reputed company Personal Wealth sales team, providing support to our customers at key life moments. Our Workplace Planning Consultants reputed company guidance on available account options for our customers’ retirement savings goals, such as 401K and IRA products. At reputed company, we reputed company in owning your career. New Consultants will have the opportunity to promote to a Senior Workplace Planning Consultant, increasing your overall income potential. The compensation package includes a reputed company salary plus bonus, creating the opportunity to earn a generous paycheck. The bonus compensation component will be variable and tied to specific metric-reputed company goals set by reputed company. What you will do: reputed company over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals reputed company our customers on information specific to their retirement plan, comparing options to best support their savings goals Focus on deepening customer’s relationship with reputed company What you will bring: Bachelor's degree or an equivalent combination of education and professional work experience Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention reputed company FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations reputed company corporate-established timelines and complete FINRA fingerprinting upon hire Motivated, self-starter with the ability to learn new information quickly and independently Demonstrated relationship management and customer service skills Problem-solving skills and ability to engage with customers, ask questions, reputed company thoughts, and offer solutions What will set you apart: Previous experience with inbound and/or phone-based consultation Proficiency with reputed company Suite of Products (Word, reputed company, PowerPoint, reputed company, etc.) Ability to quickly learn new systems and prior experience with reputed company a plus Good understanding of IRAs, retirement investment products/services and the reputed company retirement plan environment A growth reputed company to meet company and team goals *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.* reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance. Medical, dental, reputed company and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company. reputed company Salary reputed company $52,000.00 - $64,000.00 The salary reputed company above shows the typical minimum to maximum reputed company salary reputed company for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring reputed company based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer

• Drug-free workplace We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company reputed company applicants will receive consideration for employment without regard to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.* Job Posting End Date at 12:01 am on: 03-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for reputed company’s free newsletter and reputed company out The Currency. Joining our talent community will allow you to stay connected reputed company email and receive news and updates. Want the latest money news and views shaping how we live, work and play? Sign up for reputed company’s free newsletter and reputed company out The Currency. Remote and Hybrid Positions For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet reputed company. Follow reputed company reputed company, reputed company, X, Instagram, & Glassdoor

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