Related skills
salesforce microsoft office 401k📋 Description
- Manage a book of retirement plan business.
- Conduct annual investment reviews with plan committees and sponsors.
- Deliver in-person and remote education meetings for participants.
- Assist in preparing client reports as needed.
- Participate in new business finalist presentations.
- Stay current with industry trends in retirement plans.
🎯 Requirements
- Minimum 5 years of experience in corporate retirement plans.
- Bachelor's degree in business, economics, finance, or equivalent.
- Series 6 and 65 required or obtained within 90 days.
- Excellent presentation and writing skills.
- Willing to obtain AIF or related certifications.
- Travel up to 50% of the time; some overnight travel.
🎁 Benefits
- Medical, dental, and vision insurance.
- Healthcare savings accounts with company contributions.
- Flexible spending accounts.
- Flexible working arrangements.
- Generous 401K contributions.
- Paid time off and holidays.
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