Retirement Plan Service Consultant
Dallas, TX US
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 who would be interested in joining a growing wealth management organization with a focus on retirement advisory services.
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.
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 65 or 66 a must.
Compensation: $65k - $85k depending on experience
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