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Retirement Plan Advisor

Company: SchoolsFirst Federal Credit Union
Location: Irvine
Posted on: June 13, 2019

Job Description:

Position Summary:

Promotes 403(b)/457 Retirement Plans to the educational community by conducting workshops, promotions and events. Develops relationships within our core Membership to attract and retain new contributors to the 403(b)/457 Retirement Plans. Develop and manage district and school relationships necessary to increase participation in the plans 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. 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.

Essential Job Functions:



  • 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 teammembers 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.
  • Performs other related duties as assigned or requested.


    Education Requirements:

    Bachelors Degree or Equivalent years of experience.

    Experience Requirements:

    Must have excellent Member service skills as well as the knowledge and understanding of sales.

    In depth knowledge of investment products including mutual funds, variable and fixed annuities, IRA's, 403(b), 457 (deferred Compensation), STRS and PERS.

    1 to 3 previous years of related experience required.

    Certification/License Requirements:

    CFP or other recognized designation preferred. FINRA Series 6 or 7, and 63 and 65 or 66 preferred. California Insurance Life & Disability License.

    Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: SchoolsFirst Federal Credit Union, Irvine , Retirement Plan Advisor, Other , Irvine, California

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