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RETIREMENT PLAN CONSULTANT

A true passion for helping our clients with their Retirement Plan needs. A TEAM first mentality, if our Team wins our customer(s) will always win. Willingness to embrace change. Perform all facets of daily plan administration, inc...

CompanyBenetrends Financial
AddressRemote
CategoryInformation Technology
Salary$50 an hour
Job typeFull-time
Date Posted 2 weeks ago See detail

Retirement Plan Consultant

Benetrends Financial

Remote

$50 an hour

A true passion for helping our clients with their Retirement Plan needs. A TEAM first mentality, if our Team wins our customer(s) will always win. Willingness to embrace change. Perform all facets of daily plan administration, inc...

2 weeks ago seen See more...

Salaried Financial Advisor / Retirement Plan Sales Consultant

Confidential

Portland, OR

Active and clean FINRA Series 6 and 63.. Life and Health Licenses. Past 401k and/or 403b Plan Sales experience. The skill to not only maintain our great relationships but bring in new business as well. Regional Travel - You must b...

2 weeks ago seen See more...

Retirement Plan Advisory Sales Consultant

Confidential

New York, NY

Ability to travel regionally. FINRA licenses Series 7 and 66. Track record of direct Retirement Plan sales....

2 weeks ago seen See more...

Retirement Plan Specialist New

Guidant Financial

Odessa, TX

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

12 hours ago seen See more...

Assistant Client Manager- Retirement Plan Services - Now Hiring

Alera Group

Scottsdale, AZ

$24 to $28.84 per hour

This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her...

yesterday seen See more...

Salaried Financial Advisor / Retirement Plan Sales Consultant

Confidential

Jacksonville, FL

Active and clean FINRA Series 6 and 63.. Life and Health Licenses. Past 401k and/or 403b Plan Sales experience. The skill to not only maintain our great relationships but bring in new business as well. Regional Travel - You must b...

3 weeks ago seen See more...

Senior Benefits and HCM Consultant - Workday Success Plans

Workday

New York, NY

Conducting research to ensure understanding of customer questions and related Workday concepts.. Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations,...

2 days ago seen See more...

Retirement Plan Sales Consultant

Brighton Jones

Los Angeles, CA

Develop and execute territory business plan, consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline. Collaborate and partner with existing Advisors to manage plans and work with internal Tea...

a month ago seen See more...

Director of Operations, Wealth Services and Retirement Plan Services

Alera Group

Chicago, IL

Lead major or multiple projects with significant scope, complexity and impact in an ever-changing environment. Collaborate with practice leaders and other functional areas to accomplish objectives. Seek opportunities and solicit f...

4 days ago seen See more...

Wealth Management Planning Consultant - Manhattan, NY

Fidelity Investments

New York, NY

$60,000 - $100,000 a year

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license Financial Services experience, we recommend five years Degree and/or other professional certification...

2 weeks ago seen See more...

Retirement Plan Specialist

Guidant Financial

Overland Park, KS

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

2 weeks ago seen See more...

Senior Associate, Retirement Plans Analyst

Kpmg

Houston, TX

$53.6K - $67.8K a year

Support administration of the firms pension and savings plans and function as one of several subject matter experts for the plans that KPMG administers; communicate directly with partners, employees, and retirees about their bene...

2 weeks ago seen See more...

Retirement Plan Specialist

Guidant Financial

Chanhassen, MN

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

2 weeks ago seen See more...

Planning Consultant - Park Ave, NY

Fidelity Investments

New York, NY

$60,000 - $100,000 a year

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Financial services experience preferably in financial planning Degree and/or other professiona...

2 weeks ago seen See more...

Personal Financial Planning Consultant

Los Monitos Language Company

Remote

$20,000 - $80,000 a year

Flexible schedule. Choose your own hours. Are you comfortable with 100% commission-based / 1099 income (can be done PART-TIME?). This work is in the Financial Services industry. Are you confident that you could pass a federal back...

2 weeks ago seen See more...

Financial Planning Consultant

The Finovation Company

Remote

From $65,050 a year

Tier 1 (0-3 Years Experience): $65,050. Tier 2 (4-7 Years Experience): $284,033. Tier 3 (8-10 Years Experience): $502,278. An entrepreneurial mindset is mandatory. Enjoy helping others. Prior sales and/or business experience prefe...

2 weeks ago seen See more...

Senior Retirement Consultant-Spanish fluent

Alliance For Federal Employees, Inc

Remote

$120,000 - $400,000 a year

Providing educational and consultative services to your clients, presenting the latest information about the financial services and retirement options available to them. Becoming a knowledgeable, reliable, certified source for fed...

2 weeks ago seen See more...

Early Career Consultant– Transportation Planning & Policy Analysis (40-100% FTE)

Ebp Us

Boston, MA

$70,000 - $95,000 a year

Interactions among infrastructure, technology, land use, and economic development. Scenario planning, especially for long-range multimodal, freight, rail, and resiliency plans. Research on equity and differences in needs and impac...

2 weeks ago seen See more...

Retirement Plan Advisor

Empower

Greeley, CO

$72,900 - $102,900 a year

Develop and maintain strategic partnerships with key stakeholders for each location within the assigned territory or for assigned employer-sponsored plans Conduct Retirement Readiness Reviews, individual meetings and group present...

3 weeks ago seen See more...

Financial Planning Consultant Enterprise Finance

Wakemed

Olin, NC

Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstandin...

3 weeks ago seen See more...

Associate Consultant, Environmental Planning

Wsp

San Diego, CA

Assist with collecting, identifying, and compiling observational, spatial, operations, and environmental data from multiple matrices for projects, research, and surveys. . Use topographic maps, aerial photographs, GPS data, and o...

2 weeks ago seen See more...

Financial Planning Consultant

Voya Financial, Inc.

Hartford, CT

Responsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision. Primary clients are within the mass affluent segment of Voya's Retail IRA business. Conduct nee...

3 weeks ago seen See more...

Retirement Plan Education Specialist

Voya Financial, Inc.

Sacramento, CA

Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars. Meet one-on-one to c...

3 weeks ago seen See more...

Retirement and Investment Associate Consultant

Marsh Mclennan Agency

Boston, MA

Establish client and plan in MMAs systems Salesforce, Envestnet, PlanTools, etc.Enter plan related contacts (i.e. plan sponsor, vendor, MMA, etc.)Enter plan fee details, upload imaged copy of Services Agreement Enter plan relat...

2 weeks ago seen See more...

Retirement Fee & Investment Consultant

Prime Capital Investment Advisors

Overland Park, KS

$55,000 - $70,000 a year

Oversee Retirement Plan Associates daily workload. Schedule calls/meetings with advisors to discuss the following topics as appropriate in a plans lifecycle: Retirement plan prospecting, recordkeeper pricing, investment analysis...

2 weeks ago seen See more...

Retirement Plan Advisor

Empower

Dublin, CA

$83,300 - $117,650 a year

Develop strategic partnerships with key contacts in each location and agencies within assigned territory Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using...

3 weeks ago seen See more...

Retirement Plan Advisor

Schoolsfirst Federal Credit Union

Redlands, CA

Provides World-Class Personal Service in every Member and non-Member interaction. Promotes the credit union's retirement products and services to existing and potential Members through district and school visitations, promotional...

3 weeks ago seen See more...

Budgeting & Planning Support Consultant

Empyrean Solutions

Remote

From $65,000 a year

401(k). Dental insurance. Employee discount. Flexible schedule. Flexible spending account. Health insurance. Health savings account. Life insurance. Paid time off. Professional development assistance. Vision insurance. 8 hour shif...

3 weeks ago seen See more...

Managing Consultant, Environmental Planning (Senior Level)

Environmental Resources Management, Inc.

Walnut Creek, CA

Provide technical consulting support for environmental permitting and compliance associated with development projects including power generation, electrical transmission, and renewable energy projects, with an emphasis on NEPA, Cl...

3 weeks ago seen See more...

Retirement Plan Advisor

Empower

Manchester, NH

$69,400 - $98,050 a year

Develop strategic partnerships with key contacts in each location and agencies within assigned territory Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using...

4 weeks ago seen See more...

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What are the top cities open Retirement Plan Consultant jobs?

There are open Retirement Plan Consultant jobs in several cities including Gainesville, Latham, Pittsburgh, Wichita, Dallas, Phoenix, El Paso, Yakima, Detroit, Garden City, Macon, Harrisonburg, Florham Park, Washington, Westchester,

What companies are hiring for Retirement Plan Consultant jobs?

The top companies hiring now for Retirement Plan Consultant jobs are Cantella & Co., Corebridge Financial, Los Monitos Language Company, SuperiorUSA Benefits, The Standard,

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