SchoolsFirst Federal Credit Union · 1 day ago
Retirement Plan Advisor (San Francisco area)
Sacramento, CA
Full-time
Onsite
Mid Level
$77K/yr - $116K/yr
3+ years expSchoolsFirst Federal Credit Union is dedicated to providing exceptional service and fostering a diverse and inclusive environment. The Retirement Plan Advisor will promote retirement plans to the educational community, develop relationships to enhance membership, and assist members in establishing retirement accounts while providing financial planning strategies.
Finance
Responsibilities
Promotes 403(b)/457 Retirement Plans to the educational community by conducting workshops, promotions and events
Assists in developing strategies for expanding the credit union's footprint in the state of California through engagement in our retirement products
Developing relationships within our core potential Membership to attract and retain new contributors to the 403(b)/457(b) Retirement Plans leading to Membership growth and expansion
Develop and manage district and school relationships necessary to increase participation in proprietary products and services as well as reach established goals and objectives
Plans and coordinates business development activities to meet organizational goals and objectives as they relate to the Retirement Plans and Relationship Managements
Assists school employees in establishing retirement accounts in addition to analyzing Member's current retirement plans and investments in order to provide proper investment recommendations based on Member's financial position
Provides World-Class Personal Service in every Member and non-Member interaction
Promotes the credit union’s retirement products and services to existing and potential Members through district and school visitations, promotional campaigns and marketing tools
Meet with Superintendents, Chief Business Officers, Payroll Managers, Principals and other key contacts at districts and schools to plan, schedule, and conduct retirement planning workshops
Plans, schedules, and conducts school district visits to increase 403(b)/457 Retirement Plan participation and awareness among school employees
Actively seeks out new relationships with school districts in order to develop/increase awareness around our 403(b)/457 Retirement Plans and increase participation
Trains SchoolsFirst FCU frontline team members relating to retirement products by holding frequent training classes and emphasizing the importance of creating awareness with Members
Meets established goals for new 403(b)/457 Retirement Plans opened in addition to high service delivery goals
Interview Members to determine and assess their current income, expenses, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
Analyze financial information obtained from Members to determine strategies for meeting Members financial objectives
Recommend and implement financial planning strategies to help Members achieve their financial goals
Monitor financial market trends and effectively communicate market knowledge to Members
Prepare and interpret for Members information such as investment performance reports, financial document summaries, and income projections
Review Member retirement plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
Contact Members periodically to determine if there have been changes in their financial status to keep Members on track and engaged
Maintains an updated and faultless FINRA Form U4 by completing all necessary continuing education training in addition to annual Firm Element Training and annual recertification
Required to attend in-person functions and/or presentations at school campuses, district offices or other off-site locations, after-hours events and weekend functions as necessary
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties
Qualification
Required
Bachelor's Degree or equivalent years of experience required
3-5 years of previous related experience required
FINRA SIE, Series 6 and 63 or Series 7 and 66 license required
California Insurance Life & Disability Licenses required
Valid California driver's license and insurance required
Preferred
Series 65 preferred
CFP or other recognized designation preferred
Company
SchoolsFirst Federal Credit Union
Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Terry Agius
CEO
Dana Schuller
Chief Administrative Officer
Recent News
Cal State Long Beach
2023-12-22
2022-08-19
Company data provided by crunchbase