Retirement Planner

About Future Capital:

With a strong legacy spanning over two decades, Future Capital has been at the forefront of providing retirement planning and account management services for participants in qualified retirement plans. We are currently seeking a dynamic and motivated Retirement Counselor focused on our high net-worth clientele to join our team and drive revenue growth. If you are an effective communicator, possess an ownership mindset, and thrive on building meaningful customer relationships, we encourage you to apply and be a part of our mission.

Why Join Us?

At Future Capital, we are on a mission to revolutionize the way people approach their finances and prepare for retirement. Our commitment is to provide simple and intuitive tools, along with educational resources, to help individuals succeed in achieving their retirement goals. We believe that everyone deserves top-notch financial services, from those just starting their investment journey to seasoned investors growing their nest egg.

Current Landscape:

As financial wellness and retirement planning gain prominence as sought-after employee benefits, Future Capital has strategically partnered with distributors to expand our reach. We are now looking for a driven sales and relationship professional to work alongside our high-net-worth clients at those partners and take on existing relationships.

Role Overview:

Our Retirement Counselors provide one-on-one support over the phone for clients to receive a retirement planning analysis based on their individual financial goals. Knowledge of the financial services industry, specifically retirement plans would be optimal to be able to effectively engage with our clients.

All employees of our firm are tasked with providing excellent service with the intent of helping clients obtain their retirement goals and having them hire us as their asset managers. This position combines a consultative approach to sales by helping people make informed decisions about their retirement and investment needs.

Essential Job Functions:

• Ongoing sales efforts to current and potential clients to increase adoption of product
• Pursue relationships with existing & new partner employees to assist in hiring Future Capital for 401(k) management services. This includes knowledge of financial markets and individual retirement plan specifications. This will all be through Future Capital’s proprietary technology and internal tool suite.
• Identify outside financial services needs for each client
• Retain, develop, and cultivate new relationships with clients
• Follow up with clients by phone and email to ensure a positive customer experience.
• Conduct annual reviews with clients to evaluate any changes that may impact their financial goals.
• Identify and assist in resolving client issues or complaints from clients you oversee.
• Ongoing sales efforts to recognize new potential partners
• May conduct group education and enrollment/implementation meetings for qualified plan participants
• Promote product usage among eligible participants achieving high adoption of services offered
• May coordinate enrollment meeting dates, resources, and communication efforts
• Provide input as a “voice for the customer” for another internal department including Sales, Operations, and Development
• Maintain knowledge and adherence to established policies and procedures in accordance with compliance objectives
• Participate in special projects as needed.

Requirements

• High School Diploma, College Degree a plus
• Spanish speaking is a significant plus
• 1 years of Financial Services experience
• Ability to learn proprietary computer systems (internal tools)
• Solid organizational skills and attention to detail
• Ability to handle multiple tasks and deadlines efficiently
• Strong listening skills (attentive, active, and objective)
• Strong interpersonal and communication skills (written and oral skills)
• Excellent troubleshooting, listening, and problem-solving skills
• Professional/Team Player
• RIA Series 65 within 6 months of hire

Benefits

· Competitive salary,

• Employer-contributed Insurance plan(very good insurance)
• Dental & other health/life benefits
• 10/11 paid holidays
• Paid vacation
• 401(k) plan Match
• Flexible working schedule and start up enviroment

Our Team:

What truly sets us apart at Future Capital is our exceptional team of professionals dedicated to making a positive impact on our customers' lives. We foster an inclusive environment that encourages open communication, teamwork, and continuous improvement. Our employees actively engage in community events and support local charities, making a difference where it matters most. Located in the vibrant city of Chattanooga, TN, we embrace the outdoors, with activities like camping, climbing, biking, rafting, and swimming, followed by great food and entertainment in our beautiful city.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities

Physical setting:

• Office

Schedule:

• Monday to Friday

Application Question(s):

• Do you feel comfortable conversing in spanish?

Ability to Commute:

• Chattanooga, TN 37402 (Required)

Ability to Relocate:

• Chattanooga, TN 37402: Relocate before starting work (Required)

Work Location: In person