Retirement Plan Specialist

Job Overview

Alden is looking for retirement plan professionals who have experience working with defined benefit and defined contribution plans to join our company. We are looking for professionals who work with company retirement plans and their employees in a sales and service capacity. Preferred candidates should have a group of plans they currently work within some capacity and/or the ability to find and service new plans.

*Please note that this position is 100% commission to start. Candidates should have an established book of business or be financially comfortable while building a book.

Job Type

  • Years of Experience: 1-2 Years
  • Education Level: Bachelor’s Degree
  • Career Level: Experienced

Professional Responsibilities

  • Talking to employers to determine their needs relative to benefit plans they currently offer or plan to offer
  • Advising employees on the features of benefit plans and how to select investment in plans that are appropriate for them
  • Answering client questions about investment strategies and giving financial advice
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their investments
  • Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients

Preferred Attributes

  • Bachelor degree in business, finance or related field
  • 1-2 years of sales experience
  • Current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred)
  • Any retirement plan designations such as CRPS or CFP
  • Valid driver’s license
  • Knowledge of mutual fund, securities, and insurance industries
  • Proficient in Word, Excel, Outlook, and PowerPoint
  • Comfortable using a computer for various tasks
  • Experience providing quality financial advice

Apply Today!

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