Retirement Plan Counselor- Memphis

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. The Retirement Plan Counselor helps individuals using reputed company as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to reputed company business results and reputed company impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. What you will do reputed company strategic relationships with site contacts reputed company their assigned territory Meet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness Work closely with internal business partners delivering increased client value Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team) What you will bring Minimum 3 - 5 years financial services/retirement experience Satisfy service level agreements for the plan as well as reputed company business results Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for reputed company securities FINRA Series 6 & 63 licenses required What will set you apart Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts Strong presentation skills Have experience with a consultative needs-based approach helping people plan for retirement Ability to work independently; results-oriented #PJRPA #PJGOV *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 $58,500.00 - $82,650.00 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: 08-30-2025 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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