Retirement Plan Service Consultant

San Luis Obispo, CA

Posted: 03/26/2024 Industry: Employee Benefits & Retirement Services Job Number: ME23.9.25.1 Pay Rate: $65k-100k base, $100k-110k+ possible full comp Remote: Experience:

Job Description

We are seeking a Retirement Plan Service Consultant to join our Client's team. This position is for a retirement plan professional who would be interested in joining a mid-size national firm with room to grow.

Responsibilities:

  • Coordinate with plan sponsors of various organizations in order to get the incoming plans transitioned smoothly.
  • Relay complex information regarding failed discrimination tests, plan design and investment line ups.
  • Work with payroll integration and auto enrollments and would be responsible for some day to day client service.
  • Build rapport though excellent communication and writing skills and be energetic and professionally driven.

#LI-ME1

 

Job Requirements

Qualifications:

  • Previous experience in client service on the retirement plan side of the business
  • Past experience with retirement plan administration and/or consulting 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 6 and 63 and Life and Health licenses.

Compensation: The full compensation ranges from $100k-$110K (possibly more). The position pays a base compensation of $65k - $100k dependent on having an active FINRA Series 6 and 63 license. 

Meet Your Recruiter

Matt Ehley

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About San Luis Obispo, CA

Ready to launch your career in the vibrant San Luis Obispo, California area? This bustling hub of Central Coast charm offers a perfect balance of career growth opportunities and quality of life. From the stunning coastal views along Highway 1 to the bustling farmers' markets and renowned wineries in the nearby Paso Robles wine region, there's no shortage of enchanting features to explore. Immerse yourself in the local culture by visiting the historic Mission San Luis Obispo de Tolosa, catching a show at the iconic Fremont Theater, or indulging in the region's famous tri-tip barbecue. With easy access to outdoor adventures at Morro Bay State Park and Montana de Oro State Park, San Luis Obispo provides the ideal backdrop for a fulfilling career and a vibrant lifestyle. Start your job search today and discover the endless possibilities that await you in this captivating region.