Cetera Financial Group
Retirement Plan Enrollment Specialist
Cetera Financial Group, Dallas, Texas, United States, 75215
Overview
We are seeking a Retirement Counselor to join Cetera Financial Group. 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 role requires the ability to speak confidently in front of large groups and individuals in one-on-one settings, with knowledge of retirement plans and investment portfolios. The position includes leading program enhancements for presentations and participant education materials.
Core Responsibilities
Set and drive education programs for retirement plan clients – including 401(k), 403(b), and DB cash balance plans
Build and maintain strong relationships with plan sponsors and financial professionals
Serve as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office related to education programs
Plan and conduct enrollment and education meetings – both on-site and virtually
Prepare education programs and collateral
Drive 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 will have
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 field, or relevant experience
Minimum of 3 years’ 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 due to geography and cost of labor considerations.
About Cetera and Benefits We offer a comprehensive benefits package to support employees and their families, including:
Inclusive health, dental, vision and life insurance plans
Mental health benefits
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
401(k) with company contribution (up to 5%), and access to a financial professional
Paid parental leave
Health Savings and Flexible Spending Account options
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers that empowers objective financial advice through trusted financial advisors and financial institutions. Cetera offers resources, platforms, and services to support advisors and institutions in a way that is customized to their needs.
Note: This recruitment is managed directly by Cetera’s Talent Acquisition team.
Employment Details
Seniority level: Associate
Employment type: Full-time
Job function: Finance
What we offer is focused on your professional growth, compensation, and work-life balance. Cetera is an equal opportunity employer and celebrates diversity in the workplace.
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Core Responsibilities
Set and drive education programs for retirement plan clients – including 401(k), 403(b), and DB cash balance plans
Build and maintain strong relationships with plan sponsors and financial professionals
Serve as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office related to education programs
Plan and conduct enrollment and education meetings – both on-site and virtually
Prepare education programs and collateral
Drive 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 will have
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 field, or relevant experience
Minimum of 3 years’ 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 due to geography and cost of labor considerations.
About Cetera and Benefits We offer a comprehensive benefits package to support employees and their families, including:
Inclusive health, dental, vision and life insurance plans
Mental health benefits
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
401(k) with company contribution (up to 5%), and access to a financial professional
Paid parental leave
Health Savings and Flexible Spending Account options
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers that empowers objective financial advice through trusted financial advisors and financial institutions. Cetera offers resources, platforms, and services to support advisors and institutions in a way that is customized to their needs.
Note: This recruitment is managed directly by Cetera’s Talent Acquisition team.
Employment Details
Seniority level: Associate
Employment type: Full-time
Job function: Finance
What we offer is focused on your professional growth, compensation, and work-life balance. Cetera is an equal opportunity employer and celebrates diversity in the workplace.
#J-18808-Ljbffr