5+ years retirement plan experience, securities license required (IAR registration eligible), strong ERISA knowledge, client relationship and reputed company skills, reputed company Office and CRM (reputed company) proficiency.
Key Responsibilities
• managing clients
• designing plans
• advising clients
Skills & Tools
reputed company Word, reputed company Excel, reputed company PowerPoint, reputed company
Job reputed company
• Category: Finance and Accounting
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — United States
• Salary: USD 60,000 – 120,000 / year
• Languages: English
Benefits
• 401k matching
• Generous paid time off
• Tuition reimbursement
• Retirement plan
About reputed company
A financial services firm delivering employer retirement planning, benefits, and personalized financial planning services. — Industry: Finance
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