Cetera Financial Group · 1 month ago
Senior Retirement Plan Solutions Consultant
United States
Full-time
Remote
Mid, Senior Level
$94K/yr - $110K/yr
7+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Senior Retirement Plan Solutions Consultant will provide consulting support and drive sales of employer-sponsored plans by developing relationships with retirement-focused advisors and delivering actionable guidance.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Sales Support and Consulting: product and solution consulting, proposal generation, assist with preparation for point-of-sale client meetings, leverage and work with product sponsor’s field teams to support new sales, enrollment, ongoing education, etc
Retirement Plan Business Consulting: support for advisors' efforts to refine their service models, assistance with and advice on client segmentation and business efficiencies, practice manage tool optimization strategies, act as intermediary to respond to advisors' requests for new products and selling agreements, provide technical guidance or source referrals to advisors
Proactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual study groups, group webinars, etc. to promote retirement plan business growth and awareness of resources
Fiduciary Programs: Manage the promotion of the ERISA Advice and Consulting Program and 3(38) Solution. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors
Advisor Training and Education: Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors
Conduct demos of tools and services for both existing and prospective advisors
Productively work together and collaborate with internal partners such as Cetera’s in-house Third-Party Administrator and Regional Growth Teams
Assist advisors with issue resolution
Travel to conferences and advisor locations for site visits (up to 50%)
Qualification
Required
Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred)
Experience: 7+ years with a focus in the retirement plan industry (401k, etc.)
Excellent verbal and written communication skills are required
Positive, customer focused attitude and demeanor with a desire to provide outstanding service
Work well in groups and have good problem-solving skills
Preferred
Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations
Salesforce.com (preferred)
Fi360 Toolkit (preferred)
Ideal candidate would have experience in an advisor facing role within a broker-dealer, DCIO asset manager, Recordkeeper, Etc
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase