Retirement Plan Consultant

Job Title: Relationship ManagerWe are seeking an experienced Relationship Manager to join our team in Northern California, San Francisco, or Sacramento metro areas. This is a field-based role, requiring you to reside within the territory. As a key member of our regional team, you will be responsible for achieving retirement plan retention and growth in...

Job Description: Retirement Plans Account ManagerOverview:This role involves managing relationships with plan sponsors and channel relationships, providing plan design consulting services, driving client retention, and delivering investment advisory services.Responsibilities:Develop and manage primary relationships with plan sponsors and channel...

NIM Retirement Group is a forward-thinking financial services company dedicated to helping individuals achieve their financial goals. As a Financial Advisor, you will play a vital role in shaping the financial futures of our clients.Responsibilities include analyzing clients' needs, developing personalized financial plans, and implementing strategies to help...

About the RoleThis is a remote opportunity as a Retirement Plan Leader, covering Northern California, San Francisco or Sacramento metro areas. You will be responsible for developing strategic relationships with advisors, maintaining high standards of excellence in advisor service, and contributing to profitable growth.Key ResponsibilitiesDevelop strategic...

About Our CompanyGuideline is dedicated to helping everyone arrive at a safe, secure retirement. We've built a platform that makes it possible, even enjoyable, to participate in a retirement plan as an employer, employee, or partner.Your Job DescriptionIn this role, you will promote our platform to SMB owners, using a consultative approach to educate them on...

We are seeking an experienced Business Development Representative to join our team in Kansas City, Missouri.Company Overview:Nova 401(k) Associates is a leading provider of consulting and pension administration services for qualified retirement plans. We are committed to delivering exceptional results and building long-lasting relationships with our...

About the Job:We are looking for a highly motivated Retirement Plan Business Developer to join our team in Northern California, San Francisco or Sacramento metro areas. As a key member of our regional team, you will be responsible for developing strategic relationships with advisors, plan sponsors and our JH team.Your Key Responsibilities:Develop and...

OverviewAt American Senior Benefits, we're seeking a skilled Retirement Planning Career Opportunity to join our team. As a Comprehensive Financial Guidance Specialist, you'll play a vital role in guiding individuals towards securing their financial futures.Responsibilities:Maintain client relationships and determine if changes are needed to improve any...

About the RoleAs a seasoned actuary, you will play a pivotal role in shaping the growth strategy of our public sector retirement benefits consulting business. This is an exciting opportunity to leverage your expertise in client relationship management, project development, and strategic planning.Key ResponsibilitiesCultivate strong relationships with key...

Job Title: Business Execution Consultant (Contingent)Location: San Francisco, CAJob Description:We are seeking a highly skilled SharePoint Developer with robust experience in HTML, CSS, JavaScript, and JSON coding to design, develop, and maintain SharePoint solutions that align with business needs.This contingent resource assignment involves consulting on or...

Drive Change and Innovation in Public Sector Retirement Benefits">We are seeking an experienced Consulting Actuary to join our team at Care Dynamics, LLC. This role offers a unique opportunity to drive change and innovation in public sector retirement benefits.About the Role:This position is responsible for managing and nurturing client relationships,...

Job OverviewCare Dynamics, LLC seeks a seasoned Public Sector Retirement Expert to drive innovation in employee benefits. As a key member of our team, you will leverage your expertise in actuarial consulting to shape the future of public sector retirement plans.

Company OverviewVoya Financial is committed to providing innovative financial solutions and exceptional customer service. Our mission is to help individuals and families achieve their long-term financial goals through a range of products and services.CompensationThe estimated annual salary for this position is $73,900 - $92,370 USD, based on experience and...

About This RoleWe are seeking an experienced Strategic Investment Manager to join our team in managing our retirement portfolio. As a key member of our investment team, you will be responsible for overseeing the development of comprehensive investment agreements with investment managers and monitoring their performance.The successful candidate will have a...

Job SummaryWe are seeking a highly experienced Consulting Actuary/Client Relationship Manager (CRM) to support a book of business in the West Region, with a focus on the Public Sector market. The ideal candidate will have a strong background in retirement plan strategies and concepts, as well as excellent client management and project management skills.Key...

Functional Consultant - Planning & Sales:We are seeking an experienced Functional Consultant to join our team at United Software Group Inc.About the Role:This is an exciting opportunity to leverage your expertise in planning, sales, and manufacturing modules of ERP systems to drive business success.Your Key Responsibilities:Providing expert-level consulting...

About the PositionWe are looking for a talented Relationship Manager II/III to join our team at Direct Staffing Inc. In this role, you will be responsible for developing and maintaining strong relationships with plan sponsors and channel partners, using your exceptional communication and negotiation skills to drive plan improvements and resolve issues. With...

Salary and BenefitsThe salary for this position is $98,768 - $136,778 per year, depending on experience. We also offer excellent benefits, including medical, dental, and vision insurance, retirement savings plan, and paid time off.We are committed to providing a positive and inclusive work environment that supports the health and well-being of our employees....

Job DescriptionWe are seeking enthusiastic and motivated individuals who enjoy the relationship selling environment. As a Design Consultant, you will provide unique and exciting decorating solutions to our customers. You will work closely with customers to understand their style and preferences, and use your flair for design to create customized solutions...

Madison Professional Group- Financial Advisory Recruiters is a leading provider of financial advisory services, recognized for its exceptional work environment and numerous awards for employee satisfaction. They are seeking an experienced Licensed Financial Consultant to join their team in the San Francisco Bay Area. This role involves building relationships...