- Remote
- Remote
- Full-time
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.
Compensation
This is a salary paid position with bonus potential
Responsibilities
- Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
- Actively participate in benefit fairs and new employee orientations.
- Participate in the annual plan review and financial education planning process.
- Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
- Meet with participants and eligible employees to educate employees regarding plan participation.
Requirements
- High school diploma or GED
- Bachelor's Degree
Skills
Benefits
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
- Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
- Company-paid E&O, licensing fees, continuing education and compliance support
- Health and Wellness: medical, dental and vision insurance plans, mental health support and wellness initiatives
- Retirement Savings: 401(k) Plan with company matching up to 6% of eligible pay and company contribution equal to 3% of eligible pay