When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity: 

This role provides hands-on support to financial advisors by gathering client information, creating financial plans, and delivering presentations using financial planning software. You'll become an expert on OneDigital's financial planning process and platform, ensuring a smooth client experience.

Essential Duties and Responsibilities (includes but is not limited to):

• Gain in-depth knowledge of OneDigital's financial planning software (MoneyGuidePro) and associated technology. Assist in exploring and implementing new workflows to enhance efficiency within the financial planning process.

• Assist with gathering client data, analyzing financial situations, and crafting financial plans aligned with client goals and risk tolerance.

• Translate complex financial information into clear, concise, and visually appealing presentations for client meetings.

• Partner with the team to identify opportunities for automation, standardization, and improved data management within the financial planning process.

• Work closely with financial advisors to understand their needs and provide ongoing support.

• Maintain open communication to ensure a seamless client experience.

• Actively research and learn about the latest trends and best practices in financial planning and associated technology.

Qualifications, Skills and Requirements:

• Proven ability to analyze complex financial data and translate it into clear and actionable insights.

• Strong analytical and problem-solving skills.

• Some experience with financial planning software and technology, MoneyGuidePro preferred.

• Detail-oriented with a focus on accuracy and efficiency.

• Proven success with multi-tasking and managing priorities effectively.

• Ability to work independently and manage multiple priorities effectively.

• Excellent communication and presentation skills with the ability to engage clients on financial concepts.

• Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.

• Strong commitment to continuous learning and professional development.

• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).

• Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.

• 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%.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.

• 0-2 years of experience in financial planning.

Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.

The typical base pay range for this role nationwide is $60,000.00 to $68,000.00 per year. 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 Francsico

City of Los Angeles

County of Los Angeles

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.

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.

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.

Thank you for your interest in joining the OneDigital team!