Retirement Specialist jobs in Texas

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INTERNAL RETIREMENT SPECIALIST- REMOTE

Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Uses plan-specific and industry expertise to provide information specific to the participant's individual retirement pla...

CompanyNationwide
AddressOhio, United States
CategoryAccounting/Finance
Job typeFull-time
Date Posted 2 months ago See detail

Internal Retirement Specialist- REMOTE

Nationwide

Ohio, United States

Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Uses plan-specific and industry expertise to provide information specific to the participant's individual retirement pla...

Mid-Level Retirement Income Specialist

Usaa

Colorado, United States

Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of an...

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...

Federal Retirement Benefit Specialist Presentations must have HR FBI Federal exp.

Infinisource Consulting Solutions

Remote

$81.7K - $103K a year

Federal Employees Retirement System (FERS): Including coverage for law enforcement officers and TransFERS employees Thrift Savings Plan and/or Financial planning Social Security and Medicare Federal health and life insurance benef...

Retirement Plan Specialist

Guidant Financial

North Carolina, United States

$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 Specialist

Guidant Financial

Minnesota, United States

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 Consolidation Specialist I (Work from Home)

Transamerica

Remote

$62,000 - $72,000 a year

Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs. Gather information through best interest interviews to understanding the participan...