Analyst, Retirement Planning Division

2 weeks 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.


  • Analyst, Retirement Planning Division

    2 days ago

    Pasadena, United States Shuster Advisory Group, LLC Full time

    Job Description Job 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...

  • Management Analyst I

    5 days ago

    Pasadena, United States City of Pasadena, CA Full time

    The City of Pasadena's Transportation Department has an exciting opportunity for an enthusiastic, motivated, detailed-oriented Management Analyst I (Transit Analyst) to have an integral role in our Transit Division and in providing excellent public transportation services to the community and the region. **Essential Functions**: The major responsibilities...

  • Jr Analyst

    9 hours ago

    Pasadena, United States Shuster Financial Group, LLC Full time

    Job DescriptionJob DescriptionPosition Summary:Shuster Advisory Group, LLC is seeking Jr Analysts to join our team. Shuster is an established wealth management and retirement planning firm looking for new talent that is eager to learn and grow with us. The ideal candidate is intellectually curious, collaborative and proactively seeks additional...

  • Financial Reporting Analyst

    5 days ago

    Pasadena, United States Pennymac Full time

    PENNYMAC: Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic...

  • Mid Counterintelligence Analyst with Security Clearance

    Found in: Dice One Red US C2 - 2 weeks ago

    Pasadena, United States Cherokee Federal Full time

    Counterintelligence Analyst - Mid (Region-Field) ***This position requires an active TS/Sensitive Compartmental Information (SCI) clearance.*** Cherokee Analytics is seeking a CI Analyst in the Analysis Division to provide mid-level CI analytical support to CI AD to identify, assess, and disrupt threats to cleared industry, cleared personnel, DOD, and the...

  • Pension Plan Administrator

    Found in: beBee jobs US - 4 days ago

    Pasadena, California, United States Blue Ridge Associates Full time

    Want to use your skills to positively impact a fast-paced, growing business?Looking to advance your career in an entrepreneurial environment?We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOP) and 401(k) Plans. We have offices in Charlottesville, VA,...

  • Pension Plan Administrator

    Found in: beBee S US - 3 days ago

    Pasadena, United States Blue Ridge Associates Full time

    Want to use your skills to positively impact a fast-paced, growing business? Looking to advance your career in an entrepreneurial environment? We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOP) and 401(k) Plans. We have offices in...

  • Financial Planning

    6 days ago

    Pasadena, United States Kaiser Permanente Full time

    **Job Summary**: This senior level employee is primarily responsible for conducting complex financial assessment and modeling efforts, leading internal audit processes, creating budgets and forecasts, completing costing activities, and developing reports on region/business unit performance. **Essential Responsibilities**: - Practices self-leadership and...

  • Jr Analyst

    9 hours ago

    Pasadena, United States Shuster Financial Group, LLC Full time

    **Position Summary**: **Responsibilities**: - 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 client and prospect presentations. - Participate in client meetings/report deliveries. - Other ad hoc duties as...

  • Information Technology Security Analyst

    2 days ago

    Pasadena, United States Robert Half Full time

    An IT security analyst is responsible for protecting an organization's computer systems and networks. They plan and implement security measures to protect the system against cyber-attacks, hacking attacks, viruses and other potential threats.Key duties include:Developing and implementing security policies, protocols and procedures.Configuring and maintaining...

  • Information Technology Security Analyst

    Found in: Appcast US C2 - 3 days ago

    Pasadena, United States Robert Half Full time

    An IT security analyst is responsible for protecting an organization's computer systems and networks. They plan and implement security measures to protect the system against cyber-attacks, hacking attacks, viruses and other potential threats.Key duties include:Developing and implementing security policies, protocols and procedures.Configuring and maintaining...

  • Information Technology Security Analyst

    Found in: Appcast Linkedin GBL C2 - 3 days ago

    Pasadena, United States Robert Half Full time

    An IT security analyst is responsible for protecting an organization's computer systems and networks. They plan and implement security measures to protect the system against cyber-attacks, hacking attacks, viruses and other potential threats.Key duties include:Developing and implementing security policies, protocols and procedures.Configuring and maintaining...

  • Program Analyst

    Found in: beBee S US - 3 days ago

    Pasadena, United States Department Of Homeland Security Full time

    Summary The ideal candidate will have experience in data analytics, project management and maintaining various information in an automated deployment system related to employee management. ...

  • Program Analyst

    Found in: beBee jobs US - 4 days ago

    Pasadena, California, United States Department Of Homeland Security Full time

    Summary The ideal candidate will have experience in data analytics, project management and maintaining various information in an automated deployment system related to employee management. Duties What will I do in this position if hired?In this Program Analyst position, you will support the agency's incident workforce during disaster operations and review...

  • Senior Technical Support Analyst

    1 week ago

    Pasadena, United States Penn Foster Inc Full time

    Who we are! Schwan’s Company, a U.S. affiliate of the global lifestyle company, CJ CheilJedang Corporation, is a leading U.S. manufacturer and marketer of quality foods offered through retail-grocery and food-service channels. Our many popular brands include Red Baron, Tony’s, Big Daddy’s, Villa Prima and Freschetta pizza; Mrs. Smith’s and Edwards...

  • Sales Assistant

    23 hours ago

    Pasadena, United States Shuster Advisory Group, LLC Full time

    Job DescriptionJob DescriptionPosition Summary:The retirement planning division of Shuster Advisory Group, LLC is seeking Internal Sales Assistants to join our team. Shuster is an established firm looking for new talent that is eager to learn and grow with us. The ideal candidate is intellectually curious, collaborative and proactively seeks additional...

  • Sales Assistant

    2 weeks ago

    Pasadena, United States Shuster Advisory Group, LLC Full time

    Job DescriptionJob DescriptionPosition Summary:The retirement planning division of Shuster Advisory Group, LLC is seeking Internal Sales Assistants to join our team. Shuster is an established firm looking for new talent that is eager to learn and grow with us. The ideal candidate is intellectually curious, collaborative and proactively seeks additional...

  • Sales Assistant

    53 minutes ago

    Pasadena, United States Shuster Advisory Group, LLC Full time

    Job DescriptionJob DescriptionPosition Summary:The retirement planning division of Shuster Advisory Group, LLC is seeking Internal Sales Assistants to join our team. Shuster is an established firm looking for new talent that is eager to learn and grow with us. The ideal candidate is intellectually curious, collaborative and proactively seeks additional...

  • Supervisory Program Analyst

    Found in: beBee S US - 2 weeks ago

    Pasadena, United States Department Of Homeland Security Full time

    Summary In this position, you will display ability to provide project management oversight, providing expert-level advice, analysis, and assistance on a wide variety of technical, programmatic, operational, and administrative matters; and supervise a team responsible for a full range of...

  • Supervisory Program Analyst

    Found in: beBee jobs US - 2 weeks ago

    Pasadena, California, United States Department Of Homeland Security Full time

    Summary In this position, you will display ability to provide project management oversight, providing expert-level advice, analysis, and assistance on a wide variety of technical, programmatic, operational, and administrative matters; and supervise a team responsible for a full range of administrative and operational activities. Duties What will I do in...