Tech Stack
Job Description, Responsibilities & Requirements
About the Position
Job ID R.0059938
Primary location
Detroit, Michigan
Date posted 07/09/2026
Worker type Regular
Workplace flexibility Remote - Must reside within territory
Responsibilities
- Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meetings using various technologies in a professional manner.
- Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans.
- Achieve business results and facilitate impactful conversations while meeting service level agreements.
- Consistently complete reporting requirements within required timeframes including logging meetings, attendees, and outcomes in appropriate systems.
- Build strong relationships with assigned key contacts, plan sponsor representatives, and internal stakeholders to maximize successful participant outcomes.
- Manage meeting schedule, including travel booking.
- Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives.
- Attend client meetings with other service team members.
- May be asked to participate in final presentations for new prospects based on the demands of the territory.
Requirements
- Bachelor's degree and/or equivalent experience considered in lieu of a degree.
- 2 – 4 years relevant financial services experience.
- Strong presentation skills required.
- Proficiency in MS Word, Excel, PowerPoint, and Teams required.
- Strong relationship building and territory management skills.
- FINRA Series 6 and Series 63 registrations within established timelines required.
- FINRA fingerprinting required.
Nice to Have
- Working knowledge of Salesforce preferred.
- Ability to calculate figures such as interest, proportions, percentages, and fractions required.
- Strategic thinker who can work independently.
- Practical experience providing high-level, consultative client interactions preferred.
- Basic knowledge of defined contribution plans preferred.
We Offer
- Medical, dental, vision, and life insurance.
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
- Tuition reimbursement up to $5,250/year.
- Business-casual environment that includes the option to wear jeans.
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
- Paid volunteer time - 16 hours per calendar year.
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work, and play. BRGs are open to all.
Base Salary Range
$59,700.00 - $84,300.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer.
About the Company
Like our name says, we empower financial freedom for all. We’re a financial services company who helps individuals and organizations of all sizes have a clear and simple understanding of where their finances are today and where they’re headed.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
For remote and hybrid positions, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable, or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Who we are
We empower financial freedom for all. We’re a financial services company who helps individuals and organizations of all sizes have a clear and simple understanding of where their finances are today and where they’re headed.
Our hiring process is simple
As soon as you hit apply, we get to work. Here’s what to expect, how to prepare, and when we’ll be in touch.
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