COMPANY
At Socium Advisors, we build a true partnership with our clients. Through outcome-based planning and focus on the long-term goals of our clients, we carve a path together and hold one another accountable along the way. Socium Advisors operates within the Northwestern Mutual framework uniquely offering the advantage of both a large established company and small entrepreneurial firm. Through working with other financial representatives within the Northwestern system, Socium Advisors is a growing team focused on delivering custom plans and excellent client service. Socium Advisors is committed to fostering a workplace that prioritizes innovation, growth, and employee well-being.
OUR VALUES
Our values are important to us. At Socium our culture is based on our Core Values:
Intense Momentum | Personal Responsibility | Client-Centric | Continual Innovation | Collaborative Engagement
POSITION TITLE: Retirement Plan Education Specialist
CLASSIFICATION: Salaried, Exempt | Hybrid, Mon-Fri 8:00am-5:00pm
POSITION OVERVIEW:
Socium Advisors is seeking an experienced retirement plan advisor to educate retirement plan participants on steps and strategies to achieve personal financial security. The ideal candidate is self-motivated, professional, and can manage and prioritize a high level of diverse and deadline-driven tasks. This role is responsible for implementing educational programming and employee support strategies for Socium Advisors’ retirement plan clients.
KEY ROLES AND RESPONSIBILITIES:
- Deliver and document education service review meetings with retirement plan clients.
- Prepare and deliver content outlined in clients’ respective education service calendar.
- Conduct individual & group education & enrollment meetings.
- Responsible for completion and documentation of education service tasks received from participants, clients, and Plan Advisors.
- Support education needs and service tasks during new client onboarding process.
- Supports Education Team Manager with the delivery of the employer and employee education webinar series.
- Responsible for the execution of complex education service tasks and client communications.
- Expected to proactively assess client education needs and coordinate with Education Team Manager to modify procedures and client deliverables.
- Tracks work time allocated to supporting each retirement plan client.
- Stay current on investment trends and industry-relevant content from recordkeepers, DCIOs, trade publications, and regulatory updates.
SUCCESS FACTORS:
· Confident with public speaking and presenting to large groups
· Ability to communicate complex financial concepts in an easily understood manner
· Proficient in retirement plan rules, design, and compliance requirements
· Excellent verbal and written communication skills
· Detail-oriented – a high level of attention to detail is required
· A high level of time management, initiative, accountability, and prioritization skills
· Ability to be organized, problem-solve, and be solution-oriented under pressure
· Ability to adhere to the firm’s Core Values
· Strong team player with the ability to work effectively with people of all positions
REQUIRED QUALIFICATIONS:
· Minimum one year of experience as a licensed financial services professional.
· Undergraduate degree or equivalent combination of training and experience.
· Ability to complete the Securities Industry Essentials (SIE) exam, obtain life & health insurance licenses, and obtain Series 6 & 63 FINRA licenses.
· Legally authorized to work in the United States
· Ability to clear a criminal background check
· Occasional travel is required for client meetings and firm retreats.
PREFERRED QUALIFICATIONS:
· Retirement plan or employee benefit sales/service experience
· Experience with financial planning and wealth management
· Experience with Microsoft Office software
LOCATION:
Milwaukee, WI
WORK ENVIRONMENT:
This role routinely uses standard office equipment such as laptop computers, Zoom, copy/fax, and smartphones. Occasionally the role will require driving to a client’s place of business to meet with employees.
Pay: $75,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Matching gift program
- Paid time off
- Parental leave
- Referral program
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Milwaukee, WI 53202
