Retirement Planning Specialist
4 days ago
MP's Client proudly serves nearly 5,000 clients throughout the U.S. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned us as a leader in employee benefits. Our goal is to help companies and their employees prepare for their future health, wealth, and retirement needs.
We engineer simple solutions for retirement plans, group health insurance, reimbursement accounts, and financial planning. Our in-house experts and their commitment to excellence define who we are. MP's Client was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
Estimated Salary: $50k - $80k base + commission. Benefits include PTO, Unlimited Flexible Time Off after 2 years of service, 12 Paid Holidays, 2 Community Volunteer Days, 5 Summer Half Days, Medical, Dental, Vision, Life Insurance, LTD & STD, Retirement Plan with 3.75% Employer Match, and Parental Leave.
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Retirement Plan Specialist
4 days ago
New York, New York, United States MP RPO Full timeAbout the RoleWe are seeking a skilled Retirement Plan Specialist to join our team in New York City. As a key member of our financial planning team, you will have the opportunity to develop new business and provide critical support to our private client group.Our financial planners are known for their expertise in offering fiduciary guidance to our clients....
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Retirement Plan Service Specialist
4 days ago
New York, New York, United States Alera Group, Inc. Full timeAbout the RoleThis is a Hybrid role out of our New York office or possibly remote for the right candidate. As a Retirement Solutions Client Service Associate, you will be responsible for coordinating with the Retirement Solutions Group team to ensure client needs are met. You will also assist with scheduling and facilitating client education meetings and...
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Retirement Plan Service Expert
4 days ago
New York, New York, United States Disability Solutions Full timeAbout the RoleWe are seeking a Retirement Plan Service Expert to join our Disability Solutions team. This individual will be responsible for delivering exceptional service to participants in an employer-sponsored retirement plan, providing information on various features and concepts, and guiding them towards financial wellness and retirement readiness.Key...
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Corporate Retirement Plan Manager
5 days ago
New York, New York, United States Disability Solutions Full timeJob OverviewWe are seeking a seasoned Corporate Retirement Plan Manager to join our team. In this role, you will be responsible for managing sales activities in a defined geographic area, selling corporate retirement and tax-exempt opportunities from start-up plans to $50mm in assets.Key Responsibilities:Develop and execute strategic plans to achieve sales...
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Retirement Planning Sales Professional
4 weeks ago
New York, New York, United States Pontera Full timeOverviewPontera is a fintech pioneer revolutionizing retirement savings management. Our innovative platform empowers individuals to take control of their 401(k) and other retirement plan accounts, guided by trusted financial advisors.We serve a wide range of clients, from small and medium-sized wealth management firms to Fortune 500 RIA companies,...
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Retirement Plan Sales Professional
4 days ago
New York, New York, United States Vestwell Full timeAbout the JobThis is a unique opportunity to join a growing fintech company as a Financial Services Sales Representative. In this role, you will be responsible for driving revenue growth by identifying and converting new business opportunities in the financial advisor marketplace.You will manage a sales pipeline and convert organic and sourced leads into...
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Retirement Plan Solutions Expert
2 weeks ago
New York, New York, United States Fidelity Information Services Full timeAbout This OpportunityWe are seeking a seasoned Senior Business Analyst to join our Retirement Plan Solutions group at Fidelity Information Services. As a key member of our team, you will play a critical role in driving business growth, improving processes, and delivering exceptional results.Key Responsibilities* Provide subject matter expertise on business...
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Client Success Manager
2 weeks ago
New York, New York, United States Alera Group, Inc. Full timeAbout UsWe are Alera Group, a national insurance and wealth services firm providing comprehensive employee benefits, property and casualty insurance, retirement plan services, and wealth services solutions to clients nationwide.This role offers a competitive salary starting at $60,000, and we're looking for a talented individual to join our Employee Benefits...
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Retirement Planning Assistant Position
4 weeks ago
New York, New York, United States Corebridge Financial Inc. Full timeJob Overview:We are seeking a highly skilled and motivated Part-Time Advisor Assistant to join our team at Corebridge Financial Inc.About the Role:This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will have the chance to make a real difference in the lives of people who need your help.Your primary responsibilities...
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Retirement Plan Manager
5 days ago
New York, New York, United States Voya Financial, Inc. Full timeRetail Sales PositionVoya Financial, Inc. is seeking a highly motivated individual to fill the role of Associate Sales Director in our Emerging Markets division. As a key member of our sales team, you will be responsible for developing regional territory sales programs, building relationships with key advisors, brokers, consultants, and third-party...
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New York, New York, United States Vestwell Full timeVestwell is a fintech platform that empowers businesses to redefine their savings strategies. With over $30 billion in assets saved across the United States, Vestwell's innovative solutions cater to diverse clients, including financial advisers, employers, and individual savers.As a key member of our Retirement Services team, you will play a vital role in...
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Event Planning Specialist
4 days ago
New York, New York, United States Flik Hospitality Group Full timeAbout the Position:We are seeking an Event Planning Specialist to join our team at Flik Hospitality Group. As an Event Planning Specialist, you will be responsible for coordinating details for conferences, meetings and special events.Key Responsibilities:Coordinate conference room bookings and arrangementsManage shared inbox and respond to client...
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Financial Planning Specialist
4 weeks ago
New York, New York, United States Fidelity TalentSource LLC Full timeFidelity Investments, a leading provider of financial services, is seeking an experienced Financial Planning Specialist to join our team. This role offers the opportunity to work with clients in a face-to-face setting, providing personalized guidance and planning to help them achieve their financial goals.In this position, you will be responsible for...
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Estate Planning Specialist
4 days ago
New York, New York, United States Fawkes IDM Full timeJob OverviewFawkes IDM seeks a skilled Estate Planning Specialist to join our team. This role involves representing clients in estate litigation matters, including will contests, trust disputes, and breach of fiduciary duty claims.Key Responsibilities:Provide legal advice on estate planning, probate, and tax issues.Draft and review legal documents, such as...
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Financial Planning Specialist
2 weeks ago
New York, New York, United States Relevante Full timeAbout the RoleAs a Financial Planning Specialist at Relevante, you will have the opportunity to work with a financial company in New York. Your primary responsibility will be to analyze financial data and provide insights to inform business decisions.Salary: $115,000 per year.This is an onsite role that requires bilingual oral and written skills on a...
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Retirement Pension Specialist
1 week ago
New York, New York, United States Cognizant North America Full timeThis Business Solution Architect role requires a deep understanding of retirement/pension solutions and the ability to design and implement end-to-end solutions. The ideal candidate will have excellent communication skills and be able to collaborate with various teams to craft effective solution designs.Key ResponsibilitiesDesign and implement...
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Employee Benefits Planning Specialist
4 days ago
New York, New York, United States Alera Group, Inc. Full timeAbout the Role: The Employee Benefits Planning Specialist will be responsible for providing administrative support to our retirement plan clients, interacting with clients to provide information, and leading responses to complex inquiries. This role requires strong organizational skills, attention to detail, and excellent communication skills.Key...
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Financial Planning Specialist
1 week ago
New York, New York, United States BELAY Full timeAbout BELAYBELAY is a leading provider of high-quality virtual support services. Our team of experienced professionals delivers exceptional results-driven solutions to clients across various industries.Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be...
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Retirement Services Analyst
4 days ago
New York, New York, United States Building Service 32BJ Benefit Funds Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Pension Benefits Specialist to join our team at Building Service 32BJ Benefit Funds.This is an exciting opportunity for a motivated individual to work in a fast-paced environment, processing pension administration transactions and determining eligibility for retired members of various pension...
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Event Planning Specialist
4 weeks ago
New York, New York, United States NeuGroup Full timeAbout NeuGroupWe are a dynamic and fast-growing organization that creates opportunities for our members to exchange knowledge via in-person group meetings and virtual interactive sessions.Job SummaryThe Event Planning Specialist will play a key role in supporting the Events Department and other organizational functions as needed. This position focuses on...