Note: The job is a remote job and is open to candidates in USA. Teacher’s Pension Services, Inc. is an educational consulting firm that partners with school districts to educate employees on retirement planning and basic financial literacy. The Financial Advisor will provide retirement and financial education, develop personalized strategies, review existing plans, recommend adjustments, coordinate educational sessions, maintain documentation, and ensure compliance with regulatory requirements and organizational standards.
Responsibilities
- On a day-to-day basis, the Financial Advisor will meet in person with individuals and groups to explain retirement plans, investment options, and basic financial concepts in clear, relatable terms
- The role includes developing personalized financial and retirement strategies, reviewing existing plans, and recommending appropriate adjustments based on each employee’s goals and risk tolerance
- The Financial Advisor will collaborate with district contacts to schedule educational sessions, maintain accurate documentation, and ensure that all guidance aligns with regulatory requirements and organizational standards
- This position also involves ongoing professional development to stay current with financial products, regulations, and best practices in employee benefits education
Skills
- Strong skills in Financial Planning and Financial Advisory to assess needs and design appropriate strategies
- Solid foundational knowledge in Finance and Investments to explain options and recommend suitable solutions
- Expertise in Retirement Planning, particularly in employer-sponsored plans and public sector benefit structures
- Excellent communication and presentation skills, with the ability to explain complex topics in accessible language
- Customer-focused mindset, strong ethical standards, and commitment to non-discriminatory, inclusive client service
- Ability to work independently in a remote environment, manage schedules, and maintain accurate records
- Series 65 Licensed or Equivalent
- Must live in Broward/Miami Dade Area
- Previous experience advising educators or working with public sector benefits is beneficial
Benefits
- Full-time remote position
Company Overview