Retirement Plan Educational Specialist

POSITION: Retirement Plan Educational Specialist

TYPE: Full time Salary

LOCATION: Utica NY

SUMMARY: Are you passionate about helping people achieve their financial goals Do you enjoy working with people who share your commitment to quality excellence and professional growth Our client Strategic Financial Services is looking for motivated professionals who can supports existing client relationships and serves as a trusted resource for plan participants. Responsibilities include delivering financial education programs (both in-person and virtual) helping shape participant engagement strategies and communicating Strategics wealth management services and solutions. The company was recently named the #1 Place to Work for Financial Advisers by InvestmentNews!

FIRM VALUES:

Serve Grow Live

CORE RESPONSIBILITIES:

Support day-to-day management of existing client relationships and help shape the overall client service experience.

Schedule prepare for and attend client and participant meetings; maintain meeting schedules and document follow-up actions.

Coordinate plan administration tasks with external partners (TPAs CPAs recordkeepers) and assist with onboarding conversions and general administration.

Provide participant education and enrollment materials for individuals and groups.

Serve as a subject matter expert on recordkeeper systems and escalate participant or sponsor issues to Senior/Lead Advisors as needed.

Identify clients or participants who may benefit from additional investment services or financial planning and serve as a referral source to Wealth Management.

Develop relationship-management skills and progress toward a Lead Advisor role by gradually taking on new and existing client responsibilities.

TECHNICAL SKILLS:
Energetic self-starter committed to continuous learning and professional growth.

Highly organized with attention to detail follow-through and ability to manage multiple deadlines.

Strong written verbal and presentation skills; able to listen ask questions identify opportunities resolve conflicts educate and coach clients.

Proficient in Microsoft 365 (Outlook Word Excel Teams) and quick to learn tools like SharePoint and social scheduling platforms.

Operational knowledge of financial planning technology client-facing systems performance reporting and CRM platforms.

Basic understanding of investments securities markets global economics portfolio construction and market trends.

Foundational knowledge of retirement plans recordkeeping participant education and financial planning principles.

REQUIREMENTS:
Bachelors degree required; industry-specific or other technical training is a plus.

FINRA Series 65: required within the first 12 months.

Industry credential required within 18 months (e.g. CPFA ABFP WMS or similar approvedcertification).

13 years of professional experience in financial services investments retirement planadministration insurance payroll or employee benefits preferred.

13 years of retail or marketing experience helpful.

13 years of retirement plan-related experience desirable.

In addition to working with a team of highly competent professionals in a growing firm benefits include:
Opportunity to make an impact on clients lifelong financial goals.
Supportive leadership team dedicated to our culture of learning and professional development.
Career mapping and mentorship
Opportunity to grow personally and professionally
Competitive salary and health benefits
401K
Paid time off

BASE SALARY RANGE: $52000-$71500 plus performance-based compensation

Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin genetics disability age veteran status or any other status protected by law.