Location: San Diego,CA, USA
Compensation: $65,000 - $100,000 and bonus eligible
Location: San Diego, CA (position can be fully remote but hybrid is preferred)
This role deals with the financial education of the employees of retirement plan clients throughout the regional area. It also assists in providing options for their 401(k), 403(b) and other retirement plans. This person will educate participants of the plan and help employees with their retirement plan goals. You will be responsible for creating relationships and opportunities for referrals to our wealth management team of advisors. This will be done through group and individual financial education meetings. The goal is to increase employee participation, increase employee deferrals elections and providing investment education.
Extensive training and support will be provided. This career offers an excellent track to run on. Financial growth over time can be significant for top performers who embrace the challenge of learning the diverse and significant technical requirements needed to be proficient.
This is a full-time role offering the flexibility of a remote schedule. This person should be comfortable with speaking to individuals and groups. Travel may consist of 15-20%.
Responsibilities:
Knowledge:
Education and/or Experience: