Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales Team.

At MissionSquare Retirement our Financial Planning Services program is considered a key differentiator as our financial planners lead with financial planning mindset, offering complimentary financial planning engagements for participants of our Plan Sponsors; whether they are actively employed in their retirement plan, retired, or separated-from-service and employed elsewhere.

Our Senior Financial Planners within our Personal Planning Services engage high-balanced participants that have been assigned to them by territory (and support all participants as needed) by providing a best-in-class financial planning engagement (education, consultations, and delivery of personalized financial plans) with a focus on retaining the participant and their assets at MissionSquare.

     Ideal candidate will reside in the Northeast.

Vaccine mandate in effect.  Proof of vaccination has to be furnished prior to starting employment with MissionSquare Retirement

Essential Functions for this role include:

• Engages clients face-to-face via video chat, balancing inbound and outbound responsibilities to best serve and grow assigned book of business.
• Develop a trusted-planner and participant relationship for MissionSquare ensuring a best-in-class experience as measured by participant survey scores.
• Educate participants about the benefits of a lifelong relationship with MissionSquare through presentations, events, and individual consultations.

• Role includes both virtual (primarily) and in-person engagements with participants.

• Virtual engagements are face-to-face via video conferencing (Teams/Zoom), and collaborating within our financial planning platform, MoneyGuide.

• In-person engagement include group presentation and individual consultations at plan sponsors and territory events throughout the year.

• Follow the Financial Planning process as found in the CFP® Code of Ethics and Standards of Conduct and applied by our program.

• Present group educational sessions both virtually (webinars) and in-person (onsite or offsite seminars and events).

• Attend industry conferences, firm-hosted conference and events as supposed by the firm.

• Required designations: Certified Financial Planner (CFP), FINRA Series 7, 63 and resident life insurance licenses. 

If you have the following credentials, we encourage you to apply:

• 5-7 years of Financial Services experience with extensive client interaction. Some sales experience also required. Experience with client relationship
• Certified Financial Planner (CFP), FINRA Series 7, 63 and resident life insurance licenses.
• Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping participants plan for their financial goals and objectives
• Ability listen to clients' needs and make decisions/take actions that help participants/retirees achieve their long-term goals
• Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for participants/retirees
• Self-directed and continuous learner
• Client Relationship Management mastery
• Exceptional investment acumen and knowledge of broader financial planning topics
• Extensive client service experience; managing an ongoing book of business
• Able to adjust style of communication to best connect with others
• Industry expertise in 457, 401, 403b, IRA's and other qualified retirement plans
• Excellent interpersonal and communication skills
• Bi-Lingual Spanish preferred
• Thorough knowledge of MissionSquare Retirement products and services  

To benefit your career and support your wellbeing, we offer:

• Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
• Varied incentive plans
• Flexible/Hybrid work schedules
• Wellness programs
• Tuition reimbursement
• Professional and career development courses
• Mentoring programs
• Volunteerism program 

 As a company, MissionSquare Retirement is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

Positions at this location require a COVID-19 vaccination. Offers of employment are conditioned upon the successful candidate providing proper proof of vaccination status prior to employment and pursuant to applicable law.