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WHO YOU ARE:
Do you want to work for a company that care about their people, and where people truly make a difference? We have an opportunity for an investment advisory professional to be a critical contributor to our retirement plan advisory business.
We are looking for natural leaders, who have outgoing personalities and are not afraid to initiate, build and cultivate relationships. We are looking for innovative thinkers to drive our business forward; someone with an entrepreneurial spirit, client-first focus, drive, determination and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.
The successful candidate will have demonstrated that they have experience working directly with retirement plan sponsors in the areas of investment oversight and fiduciary governance. Our Advisors have a proven track record of offering best practice fiduciary guidance and exceptional client service to retirement plan sponsors. Their expertise supports all aspects of defined contribution (401k, profit sharing, 403b, etc.) plan management, including investments, plan health, plan design, compliance, pricing, service provider due diligence, and financial wellness. Non-qualified and defined benefit plan experience as it relates to cash balance plans and traditional pension plans is also helpful, but not required.
Job Responsibilities: Retirement Plan Advisor
OUR IDEAL CANDIDATE HAS:
ABOUT OUR CLIENT:
MP's Client proudly serves nearly 5,000 clients throughout the U.S. For 35 years, they've remained devoted to making a difference in the lives of their people, their clients and their community. With a 9-year average associate tenure among their 265 professionals, their team's commitment to excellent service has positioned MP's Client as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Their ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, they engineer simple solutions and continuously strive to make them better. Their in-house experts-and their commitment to excellence-define who they are.
MP's Client is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
They were also recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021 & 2022, and 2023 they earned a Top Workplace USA Awards from Energage.
ADDITIONAL INFORMATION:
Full Time
$76k-99k (estimate)
05/07/2024
07/06/2024