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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in conducting Retirement Readiness Reviews and managing stakeholder relationships while achieving financial service goals. Proficient in utilizing Salesforce for documentation and maintaining compliance, with strong presentation and strategic planning skills.
Highest-signal resume keywords
Retirement Readiness ReviewsSalesforce DocumentationFINRA Series 6 RegistrationPresentation SkillsTerritory Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Services ExperienceBusiness PlanningRegulatory ComplianceStrategic ThinkingMeeting Management
Soft Skills
Relationship BuildingCollaborationIndependent Work
Tools & Technologies
MS WordMS ExcelMS PowerPointMS Teams
Certifications & Qualifications
FINRA Series 6FINRA Series 63FINRA Series 65
Industry Keywords
Retirement Income ObjectivesStakeholder RelationshipsClient MeetingsService Level Agreements
About the role
Key responsibilities & impact- Conduct Retirement Readiness Reviews, individual meetings, and group presentations with targeted participants
- Develop and maintain strategic partnerships with key stakeholders within the assigned territory or employer-sponsored plans
- Conduct one-on-one virtual and on-site group meetings using various technologies
- Manage meeting schedules, including travel booking
- Create and execute business plans and tactics to improve retirement income objectives
- Document interactions in Salesforce and collect information for regulatory compliance
- Achieve plan-level and individual goals and meet service level agreements
- Participate in client meetings, sales finals, and other external meetings as needed
- Collaborate across internal service and management teams to improve effectiveness
- Assist the Relationship Management team in establishing and maintaining stakeholder relationships
Requirements
What you’ll need- Bachelor's degree or equivalent work experience in lieu of a degree
- 3–5 years relevant financial services experience
- Strong presentation skills
- Proficiency in MS Word, Excel, PowerPoint, and Teams
- Strategic thinker who can work independently
- Strong relationship building and territory management skills
- FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
- FINRA fingerprinting required upon hire
- Must reside within the Framingham, Massachusetts territory
- Ability to travel as needed
- Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT
- Reliable high-speed internet with a wired connection and suitable home workspace for remote work
Benefits
Comp & perks- Medical, dental, vision and life insurance
- 401(k) plan with generous company matching contributions (up to 6%)
- Financial advisory services
- Potential company discretionary contribution
- Broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment including the option to wear jeans
- Generous paid time off upon hire
- Ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Paid parental leave
- Paid short- and long-term disability
- Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs)
- Flexible work environment
- Reliable high-speed internet and wired connection required for remote work
- Necessary computer equipment will be provided