Retirement Income Advisor
Empower members by providing expert retirement planning advice, competitive salary & bonus, with hybrid work option after six months and excellent benefits.
The Experienced Retirement Income Advisor role offers a competitive salary range from $74,240 to $133,620, plus a $2,500 sign-on bonus. This is a full-time position with the additional incentive of moving to a hybrid work schedule after six months, providing flexibility sought by many professionals today. Employees can also expect a comprehensive benefits package that covers health, wellness, retirement plans, paid leave, and ongoing education support, making this role attractive for well-rounded career growth.
Responsabilités quotidiennes
Retirement Income Advisors field both inbound and outbound requests from members, evaluating their current financial state and retirement objectives.
Typical tasks include listening actively, asking insightful questions, and using their retirement strategy knowledge to suggest tailored solutions.
Documenting information relevant to building an effective retirement portfolio is key, helping members make informed financial decisions.
Advisors must stay up-to-date on legislative initiatives, changes in tax law, and retirement planning trends to provide accurate, current advice.
Some responsibilities include handling escalated member cases and guiding less experienced teammates where needed.
Avantages du poste
One standout advantage is the hybrid work opportunity, appealing to candidates seeking flexibility once they’re established in the role.
The substantial starting salary and sign-on bonus combine to deliver strong financial motivation for interested applicants.
Inconvénients de la position
Advisors need to maintain relevant financial licenses (such as FINRA Series 7 and 66), which can be demanding for some candidates.
No relocation support is available, which may be a hurdle for those not already in the geographic area specified in the job listing.
Verdict
The Experienced Retirement Income Advisor position stands out for professionals seeking a challenging financial advisory job with meaningful rewards, flexibility, and growth potential. The compensation and benefits are strong, but license maintenance and location requirements are important to evaluate before applying.
