On-Site Retirement Plans Education Specialist

Posted yesterday

missionsquareDenver (CO)

Personal Financial AdvisorsPension Funds

SENIORITY

Senior

About the role

MissionSquare, a financial services company focused on public sector retirement plans, seeks a Retirement Plans Specialist to deliver on-site service and education. You will engage participants, improve savings outcomes, and present retirement topics to diverse audiences while building strong relationships with employer plan sponsors. The ideal candidate has 3-5 years in financial services sales, Series 65, and knowledge of retirement products.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.