Our client, Revision Wealth Management, is a premier wealth management firm specializing in delivering high- touch, highly customized financial solutions. With two current branch locations, and a team dedicated to serving high-net-worth and mass affluent clients, we strive for operational excellence, innovation, relentless accuracy and client satisfaction. About the Role. We are continuing to expand our advisory presence in Jacksonville and seeki...
Overview. We are looking for an experienced Retirement Consultant on a project basis. This role is fully remote and expected to conclude in 12 months. Responsibilities. Advise on 401k retirement plans, explaining rules, contribution strategies, and distribution options. Analyze account data and resolve concerns regarding plan eligibility, loans, and withdrawals. Maintain accurate and confidential records of client interactions, ensuring complianc...
Overview. We are looking for an experienced Retirement Consultant on a project basis. This role is fully remote and expected to conclude in 12 months. Responsibilities. Advise on 401k retirement plans, explaining rules, contribution strategies, and distribution options. Analyze account data and resolve concerns regarding plan eligibility, loans, and withdrawals. Maintain accurate and confidential records of client interactions, ensuring complianc...
Overview. We are seeking a dedicated and knowledgeable Specialist to join our dynamic team. The ideal candidate will have an entrepreneurial mindset and strong customer service. This role is essential for providing guidance on various financial concepts, ensuring our clients receive the highest level of service and support. You must live in the United States. Responsibilities. Provide expert advice on financial services, including investment mana...
The Retirement Consultant (RC) works as a member of a broader team with a collaborative culture responsible for over $3.5B in annual asset retention including IRA rollover flows through educating and helping 401(k) participants who are terminating or retiring make good decisions about what to do with their retirement assets. The RC will exercise expertise in the various John Hancock investment options and the different education-based and advice-...
The Retirement Consultant (RC) works as a member of a broader team with a collaborative culture responsible for over $3.5B in annual asset retention including IRA rollover flows through educating and helping 401(k) participants who are terminating or retiring make good decisions about what to do with their retirement assets. The RC will exercise expertise in the various John Hancock investment options and the different education-based and advice-...
