Associate Retirement Plan Solutions Specialist

As a Cetera Associate TPA Consultant, you will partner with our territory-based TPA Sales Consultants to assist with the sale of TPA services to Cetera advisors and their clients. This role will focus on the preparation of pension plan proposals, assisting with implementation of our programs and services, and supporting the TPA Consultant’s sales efforts.

This is a hybrid role, candidates must be located in an office hub:
Dallas, TX or Des Moines, IA.

• Create and refine 401(k), Cash Balance, DB plans and other plan types proposals for potential clients using Plan Gen software tool
• Serve as a liaison between the TPA Consultants and the TPA Onboarding and Service Teams calling out to financial advisors to resolve operational or service issues
• Assist with sales presentations that highlight the TPA features and benefits
• Educate advisors around the benefits and requirements of leveraging the Cetera TPA retirement plan design and administration services
• Respond to inbound inquiries from our advisors related to TPA services
• Work alongside the TPA Consultants in outbound efforts for various campaigns
• Actively participate in industry seminars to remain current with retirement plan industry trends and provide insights to advisors
• Productively work together and collaborate with other home office departments

• Bachelor's Degree
• 3+ years with a focus in the retirement plan industry (401k, etc.)
• Designations or qualifications preferred QKA, Q(k)
  S or other retirement industry specific designations
• Ideal candidate would have TPA experience
• Excellent verbal and written communication skills
• Positive, customer focused attitude and demeanor with a desire to provide outstanding service.
• Work well in groups and have good problem-solving skills.
• Cetera is a fast-growing dynamic organization. Individuals will need to be able to multi-task and adjust quickly to the changing environment.

The base annual salary range for this role is $60,000 to $75,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more.

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct…