💼 Virtual Retirement Plan Advisor

🌍 About Us

Imagine a workplace where your voice matters, your background is valued, and your growth is supported every step of the way. We are a passionate, people-first organization committed to building an inclusive workplace where employees thrive, feel seen, and are empowered to make a real difference. Focusing on retirement planning services, we support clients from diverse backgrounds, ensuring financial wellness and a confident future for everyone. When employees are supported, we believe clients benefit, because purpose, trust, and understanding go hand in hand.

One of our team members, Jordan, joined us as a mid-career professional returning to the workforce after taking time off to care for family. With the help of our mentorship program and learning stipends, they could upskill, lead a company-wide project, and earn a promotion within their first year. We don’t just offer jobs; we build meaningful, rewarding careers. Stories like Jordan’s are not exceptions here—they’re the norm.

We’re passionate about providing personalized retirement support to many clients. From recent graduates beginning their financial journey to retirees seeking peace of mind, our services are designed with empathy, inclusion, and excellence at their core.

🚀 Job Overview

🔍 Position Summary

As a Virtual Retirement Plan Advisor, you’ll be the clients' trusted partner and guide as they navigate their retirement planning journey. You will focus on delivering compassionate, precise, customized financial guidance to various individuals. In this role, your ability to connect with people, explain complex topics, and listen with empathy will be just as important as your technical expertise. You'll also be a key voice in promoting our mission to build a more financially secure and inclusive future.

📅 Employment Details

• Location: Remote (Work from anywhere in the U.S.)
• Job Type: Full-Time, Permanent
• Salary: $196,923 annually
• Workplace: Inclusive workplace, diverse team, open-access employer

🙏 Key Responsibilities

✨ Advise with Heart

• 📈 Offer tailored support across various retirement strategies while prioritizing clients’ unique needs and long-term goals
• 💬 Break down financial concepts into clear, practical steps for individuals at all knowledge levels
• 🙏 Demonstrate attentiveness and care by actively engaging with each client’s story, building trust and understanding

📆 Daily Client Engagement

• 📢 Lead virtual one-on-one sessions, follow-ups, and periodic financial reviews with clients
• 📆 Organize and present interactive webinars and small-group financial education events
• 🔄 Work alongside team members across departments, such as communications, client success, and compliance, to streamline service delivery
• 🤗 Provide inclusive financial advice with cultural sensitivity and respect for the lived experiences of our diverse clientele

🔑 Data-Driven Insight

• 📊 Examine client circumstances to craft individualized and innovative retirement roadmaps
• 🤝 Use digital tools and secure platforms to monitor client engagement and financial progress
• 📏 Ensure accurate recordkeeping aligned with regulatory standards and evolving client expectations

📚 Education and Advocacy

• 🧭 Keep current with retirement laws, industry regulations, and financial trends to offer responsible counsel
• 🧠 Teach clients about a range of financial tools, such as retirement accounts, employer-sponsored plans, public benefits, and investment basics
• 💡 Serve as a reliable resource who champions long-term well-being over short-term gain

🧑‍💼 Candidate Qualifications

🎯 Must-Have Qualifications

• 🎓 Bachelor’s degree in Finance, Business Administration, Accounting, or a related field
• 💼 Minimum of 3 years of experience advising individuals on retirement strategies or managing financial plans
• 🧰 Deep understanding of savings vehicles, including Roth IRAs, employer-based retirement accounts, annuity products, and income planning
• 🚀 Experience with virtual collaboration tools and remote work settings
• 💬 Strong communication skills paired with empathy and adaptability

🛍 Preferred Qualifications

• 🔑 Holding credentials like a Retirement Income Certified Professional (RICP), Accredited Investment Fiduciary (AIF), or similar
• 🤝 Multilingual abilities that allow for connecting with a broader client base
• 🌐 Demonstrated dedication to advancing accessibility, cultural competency, and equitable client service

🏡 Benefits and Perks

💼 Comprehensive Benefits

• 🌈 Competitive health, dental, and vision coverage
• 🤝 Generous family support, including paid leave, childcare assistance, and eldercare planning
• ⛹️‍♂️ Wellness packages that cover physical, emotional, and mental health care
• 🤞 Employer contribution toward retirement savings with access to financial coaching

🌟 Professional Growth Opportunities

• 🔄 Tuition reimbursement and paid access to continuing education
• 🙋‍♀️ Guidance through mentorship and cross-departmental networking programs
• 🚀 Structured leadership tracks and ongoing performance development plans

🌈 Culture of Belonging

• 🫶 Peer-driven communities and support circles for underrepresented groups
• 💖 Regular recognition of employee contributions, team celebrations, and inclusive holidays
• 🌱 Flexible schedules and autonomy to prioritize personal well-being

🎉 Why Work With Us?

We’re committed to creating a workplace where guidance is human-centered and impact-driven. Our team members come from diverse backgrounds and bring a wide range of perspectives. Whether you're pivoting from a different field, seeking purpose-driven work, or rejoining the workforce, you will find encouragement and opportunity here.

Our growth-focused programs are designed to elevate talent from within. Employees have risen from the frontline to strategic leadership positions through our commitment to mentorship, access, and inclusion. Here, your journey matters as much as your destination.

🌟 Commitment to Diversity and Inclusion

We welcome candidates from every background and intentionally build an environment that uplifts voices from all communities. We support accessibility, honor individual identity, and embrace people of all races, genders, orientations, ages, faiths, and abilities.

To uphold that vision, we practice inclusive recruitment, ensure accessible interviews, and provide the necessary accommodations to ensure an equitable hiring process. We actively encourage applicants who are historically underrepresented in financial services.

👉 Apply Today

Are you excited to use your knowledge to empower others and grow in a company that values your identity? Ready to be part of a mission-driven team that genuinely cares? We’d love to hear your story.

👉 Apply now to become our next Virtual Retirement Plan Advisor. Let’s create a lasting impact—together.