Related skills
salesforce microsoft office presentation erisa regulatory compliance📋 Description
- Manage a book of retirement plan business.
- Conduct annual investment reviews with plan committees.
- Lead in-person and remote participant education meetings.
- Assist in preparing client reports.
- Participate in new business finalist presentations.
- Stay current with retirement industry trends and fiduciary duties.
🎯 Requirements
- Minimum of 5 years of experience focused on corporate retirement plans
- Bachelor's degree in business administration, economics, finance, or equivalent
- Series 6 and 65 required or must be obtained within the first 90 days
- Excellent presentation and writing skills
- Willing to obtain the AIF or other relevant industry certifications
- Strong knowledge of ERISA and fiduciary standards; travel ~50%
🎁 Benefits
- Medical: Blue Shield and Kaiser plans
- Dental insurance with MetLife
- Vision insurance with VSP
- Flexible working arrangements
- Generous 401K contributions
- Future growth opportunities within the company
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