Divisional Retirement Plan Counselor - Big Sky, Colorado, Arizona, New Mexico

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. You'll work closely with the Retirement Plan Counselor to help drive sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs.

Requirements

• 5+ years of financial services sales experience
• Proven experience in third party distribution, a broad knowledge of the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships
• Proven track of sales success in Retirement Plan Sales
• Skilled communicator and sales experience in the registered investment advisor space
• Knowledge of synthesizing information and presenting it in a distilled manner
• Licenses: Series 6 or 7 (or willing to obtain Series 7) and Series 63/65 or 66 as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA

Benefits

• Competitive salary
• Bonuses
• Generous time-away and health benefits
• 2-for-1 matching gifts for charitable contributions
• Annual grants for the organizations you love
• On-demand professional development resources
• Discretionary annual incentive program
• Standard benefits package including paid time off, medical, dental and retirement
• 15% company-funded retirement contribution
• Eligibility to participate in a discretionary annual incentive program