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Analyst, Retirement Planning Division

1 month ago

Pasadena, United States Shuster Advisory Group, LLC Full time
Job DescriptionJob Description

Position Summary:

The retirement planning division of Shuster Advisory Group, LLC is seeking the right person to join our team as an Analyst. The candidate chosen will be responsible for reporting, analytics and client service. Vitally important is the ability to multi-task effectively in a fast-paced environment and adapt to change.

Responsibilities:

  • Analyze and integrate data from a variety of sources into cohesive and comprehensive presentations and reports.
  • Prepare reports to monitor plan participation, performance, and costs.
  • Assist in preparation of retirement planning client and prospect presentations.
  • Create and present plans to retirement planning clients/prospects (strategy, design, funding).
  • Recommend plan changes as appropriate.
  • Consult with retirement planning clients about the legal and regulatory environment and how it impacts their plan(s) or benefits.
  • Provide client support for annual audits and regulatory filings.
  • Other ad hoc duties as assigned.

Experience and Technical Requirements:

  • Advanced MS Office skills with an emphasis on Excel and PowerPoint.
  • Experience with analyzing retirement plans (401(k), 457(b), 401(a), 403(b), Defined Benefit Plans, etc.).
  • Experience with Retirement Plan Advisory Group (RPAG), Fi360, and/or Morningstar a plus.
  • Series 65 a plus.
  • Strong written and verbal communication skills.
  • Strong organizational, customer service, and analytical skills.
  • Must be dependable and can handle multiple time-sensitive projects with a high degree of accuracy and attention to detail.

Salary & Benefits Information

  • Starting salary commensurate with experience.
  • 401K, 401K 4% match, medical, dental and vision insurance.


About Us

Shuster Advisory Group, LLC provides trusted investment guidance informed by extensive research and analysis. We formulate innovative solutions for institutional, hospitals, and governmental clients and deliver comprehensive wealth management services to individual investors.

At Shuster, we are committed to promoting diversity, equity, and inclusion in everything we do. We believe that our differences make us stronger and that a diverse workforce leads to better decision-making and more innovative solutions. We are looking for an Analyst who shares our values and is passionate about creating an inclusive and welcoming environment for all. In this role, you will have the opportunity to work with a team that values your unique perspective and encourages you to bring your authentic self to work every day. You will also have access to professional development opportunities and ongoing support to help you grow in your career. If you are someone who is committed to promoting diversity, equity, and inclusion, we encourage you to apply for this exciting opportunity.