- Location
- Remote-Pennsylvania, United States of America
- Workplace
- Remote
- Type
- Full-time
- Department
- Finance
- Education
- Bachelor
- Visa
- Not sponsored
- Source
- Workday
Description
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Our Newest Opportunity:
Summary:
This position plays a crucial role in evaluating clients and prospects, understanding their financial needs, and providing tailored advice to help them achieve their financial goals. This role involves a mix of client interactions, financial analysis, and sales strategy. In addition, this position will support business development efforts including events, campaigns, prospect meetings, and proposals. The role leverages expertise in financial planning, investments, and retirement solutions to cultivate and maintain client relationships through referrals, educational workshops, and participant meetings. It fosters trusted relationships, comprehensive wealth management strategies, and exceptional client service.
Essential Duties and Responsibilities (includes but is not limited to):
Develop and Manage Client Relationships:
Build trust with clients by understanding their financial needs, goals, and risk tolerance.
Develop and present customized financial plans, collaborating with internal teams as needed.
Deliver an exceptional client experience through ongoing communication and service.
Meet with clients regularly to review progress and ensure investment alignment with evolving needs.
Wealth Management Expertise:
Advise clients on a full spectrum of wealth management strategies, including asset allocation, investment management, and estate planning.
Serve as a resource for clients with complex financial planning needs and retirement plan considerations.
Stay informed on best investment solutions to present to clients.
Prospect Development and Business Growth:
Develop leads through various channels including: utilizing OneDigital’s Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals.
Convert leads into wealth management clients by effectively advancing them through the sales pipeline.
Collaborate with the service team on client onboarding and ongoing service activities.
Support business development efforts through events, campaigns, and prospect meetings.
Document client interactions and lead generation activities using the CRM system.
Generate revenue through successful sales activities.
Qualifications, Skills and Requirements:
Proven track record of exceeding sales goals.
Strong understanding of financial planning principles, investment strategies, and relevant regulations.
Excellent communication, presentation, and interpersonal skills.
Ability to work and make decisions independently.
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
Demonstrated discipline maintaining sales pipeline and client information in a CRM, Salesforce preferred.
Experience with financial planning software, MoneyGuidePro preferred.
Proven success with multi-tasking and managing priorities effectively.
Ability to adapt to a rapidly changing business and technology environment.
Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
Regular and predictable attendance is required.
Business travel up to 25%.
Must be licensed to allow registration as an IAR of OneDigital Investment Advisors
Education, Training and Experience:
Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales.
Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire. CFP or desired to obtain is preferred.
2+ years of financial advisory experience required
2 – 5 years of industry related sales experience preferred
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.
We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.
Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
Thank you for your interest in joining the OneDigital team!
