Retirement Counselor- City and County of San Francisco

1 day ago
San Francisco, California — Remoteup to $5,250Full TimeFinancial Counseling
✓ No Call✓ No Weekends

Job Description

About the Role

Join Voya Financial as a Retirement Counselor – San Francisco, Hybrid in United States. Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues.

Key Responsibilities

  • Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investme.
  • conduct financial and investment counseling sessions with employees and retirees.
  • provide guidance and training to more junior staff Additional responsibilities may be assigned Minimum Knowl.

Requirements

  • lingual in Mandarin or Cantonese a Plus! #LI

Benefits & Compensation

  • Salary: $85K - $106K
  • 20 days PTO.
  • CME allowance: $5,250.
  • 401(k) with employer match.

Work Schedule

  • Full-Time position.
  • No explicit call, weekend, or night shift information provided.

Apply to join Voya Financial as a Retirement Counselor – San Francisco, Hybrid.

Key Skills

Financial CounselingRetirement Plan EducationInvestment CounselingSeminar DeliveryWebinar DeliveryParticipant Issue ResolutionPlan Sponsor InterfacePresentation DevelopmentSchedulingRegulatory ComplianceInterpersonal SkillsCommunication SkillsProblem SolvingQuality ImprovementOrganizationBilingual (Mandarin or Cantonese)
Finance & AccountingGovernment & Public SectorCustomer Service & SupportEducationvia Workday

Position Insights

WeekdayDoc rates Retirement Counselor- City and County of San Francisco at Voya Financial a 6.0/10 for work-life balance — good.

This position offers no on-call requirements, no weekend shifts.

This is a fully remote position, allowing clinicians to work from anywhere.

Compensation ranges from $84k to $105k annually.

Key skills for this role include Financial Counseling, Retirement Plan Education, Investment Counseling, Seminar Delivery, Webinar Delivery.

Benefits include Health, dental, vision, life insurance, 401k with 6% match, Voya Retirement Plan (4% employer paid), Tuition reimbursement up to $5,250/year, 20 days PTO.

Voya Financial logo

About Voya Financial

Financial Services
New York, NY
0-2

Benefits & Perks

Health, dental, vision, life insurance
401k with 6% match
Voya Retirement Plan (4% employer paid)
Tuition reimbursement up to $5,250/year
20 days PTO
9 paid holidays
Flexible Diversity Celebration Day
40 hours paid volunteer time
6.0

Work-Life Balance Score

Top 50%

Protective Factors (3)

Remote work (RR 0.57; 14-23% ↓ burnout)

No on-call (β=6.95; p<0.001 for ↓ exhaustion)

No weekends (57% ↓ work-life conflict)

Interpretation: Position demonstrates strong burnout protection with 3 validated protective factors.

Job Details

Employment Type

Full-time

Posted

yesterday