Retirement Plan Service Consultant

CPS, Inc. http://www.cps4jobs.com Location: Dallas, TX, US
Posted: 07/24/2024
Industry: Employee Benefits & Retirement Services
Job Number: ME24.7.24.1
Pay Rate: $65,000 - $85,000
Remote Friendly: On-Site
Job Description We are seeking a Retirement Plan Service Consultant to join our Client's team. This position is for a retirement plan professional or financial advisor with some focus in retirement plans who would like to become a specialist in a growing wealth management organization with a focus on retirement advisory services.
Responsibilities: Coordinate with plan sponsors of various organizations to transition incoming plans smoothly. Relay complex information regarding failed discrimination tests, plan design, and investment line-ups. Work with payroll integration and auto enrollments; responsible for some day-to-day client service. Build rapport through excellent communication and writing skills; be energetic and professionally driven. Qualifications: Previous experience in client service on the retirement plan side of the business. Past experience with retirement plan administration and/or consulting is a huge plus. Ability to build rapport with clients. Ability to prioritize and multitask. Positive and professional demeanor. Excellent written and verbal communication skills. FINRA Series 65 or 66 is a must. Compensation: $65k - $85k depending on experience.
Meet Your Recruiter Matt Ehley ******** ******** Apply Now: Apply Online About Dallas, TX Unlock your potential in the vibrant job market of the Dallas-Fort Worth metroplex! This bustling region in the great state of Texas boasts a perfect blend of southern charm and big-city opportunities.

#J-18808-Ljbffr