Retirement Plan Specialist

About New York LifeNew York Life is a leading provider of life insurance and financial services, offering a comprehensive range of products and solutions to help clients achieve their financial goals.Your Role as a Financial AdvisorAs a Financial Advisor at New York Life, you will play a critical role in helping clients navigate complex financial landscapes,...

About UsWe are a fast-growing company based in the greater Houston Area, specializing in human resources consulting services. Our team is dedicated to providing expert advice on benefits and retirement plans to help our clients achieve their goals.Job DescriptionWe are seeking an experienced Benefits & Retirement Plan Specialist to join our team. As a key...

Company Overview\Ascensus provides comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. We help employers offer their associates a more secure financial future through retirement plans and consulting services.\\Job Description\The Account Executive will develop and maintain a thorough understanding of...

Our ideal candidate for this role is a highly skilled and experienced Comprehensive Benefits and Retirement Plans Manager. As a Consulting Benefits & Retirement Plan Specialist, you will have the opportunity to develop, implement, and manage comprehensive benefits and retirement plans that meet the needs of our employees and align with our company's overall...

Company OverviewThe Workplace Advisors is a leading provider of retirement plan administration services, with a strong focus on delivering exceptional client experiences.We are a family business with a collaborative culture, committed to helping our clients achieve their retirement goals.

About the RoleJobot is seeking a Benefits and Retirement Specialist to join our fast-growing team based in the greater Houston Area.

We are looking for a Personal Financial Planning Professional to join our team at Empower Retirement. In this role, you will be responsible for maintaining strong relationships with our clients by communicating with them regularly and providing expert advice on their financial plans.About the Job:Maintain open lines of communication with clients to...

Empower Retirement is seeking a highly skilled and proactive Customer Relationship Specialist to join our team. This role involves interacting with clients to discuss their financial plans and reviewing portfolios on a regular basis.Key Responsibilities:Contact clients for portfolio reviews and financial planning discussionsInteract with advisors about...

Job OverviewWe are seeking a skilled Event Planning Specialist to join our team at Singnala. In this role, you will be responsible for planning and executing various events that meet the high expectations of our clients and attendees.Key ResponsibilitiesDevelop and implement event concepts from start to finishCollaborate with clients to understand their...

Role Overview:We're looking for a skilled Retirement Benefits Group (RBG) Financial Professional to join our team at Equitable Services. This individual will focus on providing financial education and products to teachers, school administrators, and municipality employees, helping them save for retirement through 403(b) and 457(b)...

About the RoleHIRE Strategies is seeking a talented Senior Financial Planning Specialist to support our finance team.Job DescriptionThis position involves preparing and presenting financial reports, assisting with forecasting and budgeting, and performing variance analysis. The successful candidate will have excellent analytical skills, attention to detail,...

About the RoleWe are looking for a skilled Optimization and Planning Specialist to work on surface facilities development projects in the Permian Basin. The ideal candidate will have 3-5 years of experience in engineering, a Bachelor's degree in a relevant field, and strong project management skills.The successful candidate will be responsible for designing...

Job Title: Project Planning and Control SpecialistHeery is seeking a seasoned Project Planning and Control Specialist to join our team. In this role, you will be responsible for providing expert consulting and support services within the planning and scheduling function. Your primary focus will be on ensuring seamless project execution, timely completion,...

Job DescriptionAs a Financial Advisor with New York Life - Houston General Office, you will be responsible for providing expert guidance to clients on a range of financial matters. With a focus on delivering integrated financial solutions, you will collaborate with clients to develop and implement comprehensive financial plans, including life insurance,...

Job OverviewEmpower Retirement is seeking a Specialist to start in Summer 2025. This role involves working closely with advisors and clients to provide exceptional service.Main ResponsibilitiesContact clients for portfolio reviews and financial planning discussionsInteract with advisors about current clients and troubleshoot client issuesRecord client...

Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at BusPatrol. This role plays a key part in financial planning, analysis, and reporting, while also having the opportunity to own high-priority analytical deliverables across the finance function.ResponsibilitiesAssist in creating and maintaining consolidated metrics...

Empower Your CareerJoin Empower Retirement as a Specialist and embark on a rewarding career in customer-centric services.Your Key ResponsibilitiesFoster long-term relationships with clients through proactive outreach and engagementCollaborate closely with advisors to resolve client issues and improve overall experienceManage client interactions and updates...

**About the Role**We are looking for a motivated Client Service Associate to join our Empower Retirement team. As a key member of our team, you will be responsible for contacting clients to review their portfolios and discuss their financial planning needs.Key Responsibilities:Contact clients to discuss their financial planning needs and review their...

HIRE Strategies is seeking a Corporate Financial Planning Specialist to join our team. As a Senior Financial Analyst, you will be responsible for preparing and presenting financial reports to senior management, investors, and financial institutions. You will also assist with forecasting and budgeting processes and perform variance analysis to compare actual...

About the RoleAs a Community Outreach Coordinator at Summit Strive Consulting, you will be responsible for developing and executing community-based outreach events that drive fundraising efforts and build relationships with our partner organizations.Key ResponsibilitiesDevelop and implement engaging community outreach events that meet our organizational...