About us
We are professional, agile and innovative.
Our work environment includes:
```Duties:- Provide retirement plan fiduciary services to business clients, including plan committee reporting preparation, and participant support services .- Maintain client relationships through regular communication and meetings.- Analyze plan design alternatives and develop custom strategies to help business clients achieve their financial goals.- Monitor and manage clients' core 401(k) menu, making adjustments as needed.- Stay up-to-date on industry trends, regulations, and best practices in retirement plan consulting.- Collaborate with other professionals, such as attorneys and accountants, to provide holistic plan services in plan design and plan audit support.
Requirements:- Bachelor's degree in finance, economics, or a related field.- Certified Plan Fiduciary Advisor (CPFA) designation preferred.- Proven experience in financial services.- Proficiency in customer relationship management (CRM) software.- retirement plan industry experience whether record keeping, TPA or wholesale financial intermediary- Excellent communication and interpersonal skills.- Ability to work independently and manage multiple client relationships simultaneously.```
Job Type: Full-time
Pay: $66,000.00 - $1,200,000.00 per year
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Ability to Relocate:
Work Location: Hybrid remote in Durham, NC 27703
...Baptist Health System - San Antonio TX is seeking a Registered Nurse (RN) New Graduate for a nursing job in Nacogdoches, Texas. Job... ...Antonio Job ID #(***) ***-****. Posted job title: Registered Nurse (New Grads Accepted)- Med Surg FT Nights Benefits Health Care FSA...
...creating a workplace that celebrates diversity, encourages teamwork, and strives for excellence. We are looking for a Salesforce Administrator to join our team. In this role, you will be responsible for implementing our company-wide Salesforce stack (Sales, Service...
...College of Medicine and Department Summary: The Division of Psychology within the Department of Pediatrics includes more than 60... ...announce the immediate availability of a faculty position at the Assistant or Associate Professor rank at our Houston Medical Center Campus...
...Patient Access Call Center Representative Remote USA The vision of Clinical Health Network for Transformation (CHN) is to support... ...Booking, canceling, and rescheduling appointments for reproductive healthcare, including abortion services Inputting and updating...
...real property. Identify and acquire permits from private, local, state and federal agencies. Demonstrate critical thinking, research,... ...and various online research tools. Active TREC Right of Way Agent License or TREC Real Estate Broker license. BS or BA degree required...