Retirement Planning Consultant I

Transamerica

. Develop and execute strategies to promote participant action toward a fully funded retirement .

Posted 9/29/2026full-timeRemote • Arizona • United StatesLead💰 $66,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement planning and client relationship management, with a strong focus on delivering financial education and support to participants. Proficient in utilizing Transamerica products and services to achieve retirement objectives while adhering to fiduciary standards.

Highest-signal resume keywords

Retirement PlanningClient Relationship ManagementFINRA Series 6 or 7Financial Services ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement PlanningFinancial AnalysisFund Performance InsightAsset Retention StrategiesEnrollment Meeting FacilitationManaged Advice PromotionRecord KeepingTarget Achievement

Soft Skills

Strong CommunicationInterpersonal SkillsPresentation SkillsSelf-MotivationOrganization

Tools & Technologies

Transamerica ProductsFinancial Planning Software

Certifications & Qualifications

FINRA Series 6FINRA Series 7FINRA Series 63Retirement Plans Associate (RPA)Chartered Retirement Plan Counselor (CRPC)Certified Financial Planner (CFP)

Industry Keywords

Retirement PlansDOL Fiduciary AdviceFinancial ServicesParticipant EducationFinancial Support

Tech Stack

Tools & technologies

RPA

About the role

Key responsibilities & impact

Develop and execute strategies to promote participant action toward a fully funded retirement
Deliver key plan metrics, including retirement outlook and increased participant deferral rates
Develop and manage client relationships with Human Resources, management, and participants
Conduct group education meetings, workshops, webinars, and enrollment meetings
Conduct one-on-one retirement planning meetings with client employees
Use Transamerica products and services to help participants meet retirement objectives
Provide insight into funds offered under client plans, including fund objectives and performance
Identify asset retention needs and initiate discussions with participants
Open and fund solutions as an IAR and/or refer opportunities to the Transamerica Advice Center
Retain assets in plans and roll plan assets to an IRA under DOL fiduciary advice rules
Explain product options and make appropriate recommendations
Support participants with multi-product needs and connect them with product specialists
Maintain accurate records documenting progress toward goals
Promote, educate, and enroll participants into Managed Advice
Provide ongoing financial and planning support to Managed Advice participants
Support high-value participants who leave their employer and retain assets in the Transamerica plan
Hold regular meetings with internal partners and company stakeholders
Participate in projects expanding or enhancing the Retirement Education and Planning Services organization

Requirements

What you’ll need

Bachelor’s degree in a related field or equivalent business experience
FINRA Series 6 or 7
FINRA Series 63 or obtain within six months
Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC), or obtain within 12 months; higher certification such as CFP, CRC, CEBS, ChFC, CIMA, or CRPS acceptable in lieu
Three years of financial services or related experience
Strong communication and interpersonal skills
Presentation skills to support the sales process
Self-motivated to drive toward set targets
Organization and time-management skills
Ability to quickly learn new systems/technology
Certified Financial Planner (CFP) preferred

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Performance incentives