Retirement Planning Advisor Jobs

Manages relations with financial institutions holding Mercy accounts and coordinates with the Finance department to track and reconcile benefit payments.

Required Education: Bachelor's Degree in actuarial science, business, finance, or related field; or equivalent experience.

Manages benefit vendor relations and collaborates on retirement plan administration and regulatory compliance, as well as data maintenance and integrity.

Trains, mentors and reviews the work of Retirement Analysts; oversees daily activities and manages workflow to ensure thorough and timely services.

Provides support to other Mercy departments such as Finance, Treasury, HR and Legal as required.

Knowledge of various deferred compensation plans.

In-house asset management team to conduct analysis on the plan investment options or potential fund replacements

While a Bachelor's degree is preferred, we welcome candidates who possess a combination of relevant experience and education

Maintain current plan sponsor/participant exceptional service experiences

Active Series 65 or Series 7 and Series 66 certification is required

Candidates with prior experience in working with record-keeping platforms/websites within a Third-Party Administrator (TPA) environment will be given special consideration

High School Diploma or an equivalent qualification is required

Stay up-to-date on industry trends and best practices and share this knowledge with the team

Bachelor’s degree in finance, business, or a re.lated field

A minimum of 2 years of experience in the financial services industry

Strong knowledge of financial products, markets, and procedures

Excellent communication and interpersonal skills

Base salary ($70,000-$90,000 depending on experience) with bonus

Fulltime Benefits include PTO, Medical, Dental, Vision, Life Insurance, and more.

1+ years of custodial experience preferred.

LOTS of Opportunity in a Stable & Beautiful work environment.

Talent development reviews and growth opportunities.

Ability to understand and follow instructions in English and communicate effectively.

Legally Authorized to work in the United States.

Experience using a case management system and knowledge portal

Flag any gaps in knowledge management materials at tier 0 (HROne) and tier 1 (call scripts)

Assists in the administration of qualified and non-qualified plan benefits payments, such as restoration payments, etc.

Experience working in a shared services center environment preferred

Previous retirement plan administration experience preferred

Knowledge of Total Rewards preferred

Manage existing client assets, providing ongoing portfolio management and making recommendations as needed.

Present and explain the benefits of fixed equity-indexed annuity products, life insurance policies, and other relevant financial products.

Leverage our comprehensive and competitive product portfolio to offer tailored solutions that meet the specific needs of each client.

Ability to ACAT and manage existing client assets

3 Years + of Industry Experience

Knowledge of fixed equity-indexed annuity products, life insurance, model portfolios, managing assets and other related financial products and concepts

Manage existing client assets, providing ongoing portfolio management and making recommendations as needed.

Present and explain the benefits of fixed equity-indexed annuity products, life insurance policies, and other relevant financial products.

Leverage our comprehensive and competitive product portfolio to offer tailored solutions that meet the specific needs of each client.

Ability to ACAT and manage existing client assets

3 Years + of Industry Experience

Knowledge of fixed equity-indexed annuity products, life insurance, model portfolios, managing assets and other related financial products and concepts

Solid financial planning knowledge and project management skills are extremely important to succeed in this role.

What are the hard skills?

He/she will lead internal preparation meetings and contribute their knowledge in collaboration with the other team members.

·Manage workflow, deliverables and internal team to ensure timely delivery of plans

·Pursue continuing education within the field, disseminating information within the firm and to clients, as appropriate

·BA or BS degree and CFP Certification required

Minimum of 2 years financial services experience including advice/guidance, managed accounts and income products preferred.

REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED:

Proven sales and relationship building skills.

Comprehensive PC skills including the ability to quickly learn Empower's record keeping system and SalesForce software.

Demonstrated organizational skills; strong written, verbal and presentation skills.

FINRA Series 7, 63 and 65 registration(s) required within corporate-established timelines.

Strong time management and prioritization skills

2+ years of experience in a customer service or sales role preferred

Knowledge of tax exempt retirement products and services highly desirable

Previous phone center experience preferred

Your robust consultative, influencing and communication skills

Leverage guidance offering and appropriate tools to assist customers with their retirement readiness

Experience and expertise delivering retirement consulting services to Fortune 1,000 or organizations of similar size

Strong client relationship, interpersonal and team skills

Strong knowledge of MS Excel, PowerPoint and Word

Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues

Ensure clients are regularly informed about the implications and opportunities that changing laws and regulations have related to their retirement plans

Develop new business opportunities and enhance existing relationships

2-5 years of management experience preferred.

Excellent written and verbal communication skills required.

Knowledge of Salesforce and Pershing platforms are a plus.

Knowledge of Microsoft Word, Excel and PowerPoint.

Excellent organization, prioritization and planning skills required

10% - Field escalated issues from representatives, clients, and participants. Identifies trends in escalated issues and proactively addresses with staff.

Present strategy and retirement benefit proposals (new or changed plans) to management (the Pension and Benefits Committee)

Strong understanding and working knowledge of benefits laws and regulations;

Set and oversee the retirement benefit (pension, savings, retiree medical) strategy for the Company

Assess current retirement benefits programs, market trends, legislative, tax and social changes that impact the Company’s programs;

Support Finance by providing pension accounting expertise;

Lead Acquisition & Divestiture retirement / benefits matters during diligence, integrations and separations.