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Looking for a great career in RI/MA at a boutique retirement plan advisory & consulting firm with a focus on culture?
Do you want?
We are a privately held award-winning retirement plan advisory firm that provides fiduciary retirement plan & investment advice to hundreds of employers and tens of thousands of employees. We support plan sponsors in understanding and managing their fiduciary responsibilities to their plan, employees, and their beneficiaries. Want a long-term relationship with a firm offering a culture that values people first and foremost along with benefits including, 6% 401(k) match, firm-paid health insurance and plans available for all team players for personal/professional growth?
The Role Offers:
-The key responsibilities of:
Build, maintain, oversee, administer & operate retirement plans.
-A defined, written culture/Game Plan that is openly shared with all staff members.
· Use of your fiduciary skills in meeting with clients to review plans and investments.
· Management that will be available and support you and an authentic team environment.
· Boutique, but long-established stable firm with the strength of a national presence with over 20 offices.
· Environment where your contributions will be noticed, and you can make a direct impact.
· Excellent benefits, employer paid medical, disability, and life insurance. 401(k) plan with a 6% match! Competitive PTO policy and time off for charitable volunteering!
Our Requirements:
a. An individual who is a self-starter, organized, and aligns with our goals, mission and values.
b. Bachelor’s degree, 5-10 years of related experience, excellent interpersonal skills, highly organized and detail oriented with a focus on getting things done. Able to handle all aspects of servicing clients. Active series 7, 63,65 licenses. Knowledge of ERISA.
c. A knowledgeable, passionate service oriented leader who wants a nurturing culture and a career with us. A relationship builder who is proactive and client centric.
Full Time
$64k-93k (estimate)
06/12/2024
06/28/2024
The following is the career advancement route for Retirement Consultant positions, which can be used as a reference in future career path planning. As a Retirement Consultant, it can be promoted into senior positions as an Enrollment & Billing Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Retirement Consultant. You can explore the career advancement for a Retirement Consultant below and select your interested title to get hiring information.