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RETIREMENT PLAN CONSULTANT

401(k). 401(k) matching. Dental insurance. Employee assistance program. Flexible schedule. Health insurance. Health savings account. Life insurance. Paid time off. Parental leave. Professional development assistance. Referral prog...

CompanyLeading Retirement Solutions
AddressRemote
CategoryInformation Technology
Salary$60,000 - $75,000 a year
Job typeFull-time
Date Posted 3 weeks ago See detail

Retirement Plan Consultant

Leading Retirement Solutions

Remote

$60,000 - $75,000 a year

401(k). 401(k) matching. Dental insurance. Employee assistance program. Flexible schedule. Health insurance. Health savings account. Life insurance. Paid time off. Parental leave. Professional development assistance. Referral prog...

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...

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....

Retirement Plan Compliance Analyst

Empower Retirement

Colorado, United States

life insurance, parental leave, paid time off, tuition reimbursement, 401(k)

Participate in training, communication of compliance administration topics to clients, and may include institutional business partners. Maintain all necessary systems related to the assigned block of business, including Compliance...

RS Retirement Plan Specialist

Adp

Memphis, TN

Reach or exceed assigned sales goals. Implement sales strategies. Develop and execute a cold calling strategy to target prospects. Mine existing and prospective clients for referral business both new and conversion. Establish and...

SR Recruiting Consultant - Workday Success Plans

Workday

New York, NY

Would you enjoy learning new things in a fast paced environment? Do you have an appetite for variety and challenging business problems to solve? Are you a great communicator who can clearly articulate and demonstrate the value of...

Retirement Plan Specialist

Guidant Financial

Tucson, AZ

$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...

HR Specialist, Retirement Plans

General Motors

Warren, MI

Analyze Plan data and recommend strategic initiatives for financial wellness and retirement readiness . Conduct strategic Plan benchmarking including AonHewitt Benefit Index, TAPF, and defined contribution (DC) studies . Support...

Retirement Plan Specialist

Guidant Financial

Idaho Falls, ID

$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...

Retirement Plan Client Services Technician

Sentry Insurance

Goldsboro, NC

$41.4K - $52.4K a year

Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines Monitor incoming email and voice messages while corresponding with clients to provide accurate in...

Supply Chain Tech - Blue Yonder Planning - Manager - US Consulting

York State Department Of Labor

New York, NY

Working and leading project teams through agreed-upon phases of project governance, requirements definition, vendor selection, risk analysis, customization, testing, training and rollout of a client's project life cycle. Owning an...

Consultant- Big Catch-up strategic planning and programme management. Req# 572312

Unicef

United States

In December 2023, Gavi Board has approved fully financed doses for BCU; all antigens already in a countrys routine programme in the period 2019-22 can be supported and children up to 5 years of age are eligible. At the other end...

Retirement Planning Associate - Retirement Benefits Group - IL, Deerfield (2348)

Equitable

Deerfield, IL

Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:+ Teachers+ School administrators+ Municipality employees**Qualifications**With a wid...

Retirement Planning Associate - Retirement Benefits Group - IL, Oak Brook (2363)

Equitable

Oak Brook, IL

Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:+ Teachers+ School administrators+ Municipality employees**Qualifications**With a wid...

Retirement Consultant

Voya Financial

Remote

$70.5K - $89.2K a year

Provide differentiated service to separated from service plan participants and those that are nearing retirement through an objective retirement readiness consultation and educational discussion. Primary clients are within the mas...

Regional Planning Consultant - Towson, MD

Fidelity Investments

Towson, MD

$77K - $97.5K a year

We ask that you have sales experience in the financial service industry We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire CFP certification preferred Your pla...

Retirement Plan Services Account Coordinator

Higginbotham Insurance Agency Inc

Houston, TX

$47.1K - $59.6K a year

Operating Investment Reporting Software to create Plan Review Reports. Assisting in the creation and construction of materials for presentation to clients. Assisting in tracking of important plan deadlines. Assist in developing an...

Sr Resource Planning & Analysis Consultant

Southwest Airlines

Dallas, TX

From $118,600 a year

Pay amount does not guarantee employment for any particular period of time....

Retirement Service Consultant

Ascensus

Chicago, IL

$40,000 - $80,000 a year

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in har...

Consultant Care Business Planning and Investment Support-Remote

Florida Blue

United States

$80,800 - $101,000 a year

Medical, dental, vision, life and global travel health insurance;. Income protection benefits: life insurance, Short- and long-term disability programs;. Leave programs to support personal circumstances;. Retirement Savings Plan i...

Clintwood, Virginia Internal Medicine w/Productivity Bonus & Retirement Plan

Enterprise Medical Recruiting

Virginia, United States

Office operates from Monday to Friday and offers primary care services to patients aged 14 years and above.. Leading compensation with productivity bonus. Medical, Dental, and Vision insurance and Paid Time Off. Annual CME allowan...

Orthopedic-Hand Position in Bismarck, ND - 401K Retirement Plan

Enterprise Medical Recruiting

North Dakota, United States

Join a premier, multi-specialty group practice of 7 physicians and 10 APPs. Large referral base of 300,000+ people across central/western North Dakota, eastern Montana, and northern South Dakota. New Outpatient Surgery Center open...

Rheumatologist Opening in Western Connecticut - Matching Retirement Plan

Enterprise Medical Recruiting

Connecticut, United States

A team of 8 Rheumatologists and several Advanced Practice Providers. Monday through Friday workweek. No evenings or weekends. Point-of-care MSK Ultrasound available onsite. Opportunity for some involvement in research and teaching...

Gynecology - Central Florida - No Call & 401K Retirement Plan

Enterprise Medical Recruiting

Lorida, FL

General GYN Care such as Adolescent Gynecology and Counseling (Age 12 and up), Menopausal Management, Osteoporosis Detection and Treatment, Premenstrual Syndrome Management, Routine Exams. Family Planning with Contraception Counse...

Entry Level Teachers - Retirement Plan New York NY

Success Academy

New York, NY

Sharpen your communication skills and develop strong, meaningful relationships with students, their families, and your peers and mentors.This is inclusive of writing letters of recommendation at the middle school and high school...

Lead Strategy & Planning Consultant- Home Lending WIM/Affluent Initiatives

Wells Fargo

New York, NY

Support Home Lendings strategic priority of focusing on WIM / Affluent customers.. Provide new perspectives and concepts that enhance and differentiate how we serve WIM / Affluent customers.. Develop and oversee key initiatives f...

Senior Lead Strategy & Planning Consultant -Home Lending Affluent Offer Management

Wells Fargo

New York, NY

Develop, enhance, and manage Home Lending offers tailored to the affluent customer segment.. Simplify and improve customer and sales experience for asset-based relationship discount.. Partner and advise teams such as sales, transf...

WIM Lead Strategy & Planning Consultant

Wells Fargo

New York, NY

Facilitate the annual WIM strategic planning process. Work closely with senior business leaders to define strategic goals and objectives. Facilitate cross functional alignment and monitor and track against the strategic goals and...

Retirement Plan Specialist

Guidant Financial

Naples, FL

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...

Retirement Plan Specialist

Guidant Financial

Atlanta, GA

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...