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Financial Services Consultant
3 weeks ago
We are seeking a highly skilled Retirement Plan Specialist to join our team in the San Francisco Bay area. As a key member of our team, you will be responsible for delivering on-site education to plan sponsor participants, conducting financial advisory investment counseling sessions, and interfacing with plan administration and sponsors to identify and resolve participant issues.
Key Responsibilities
- Deliver on-site educational seminars and webinars focusing on plan features and investments.
- Conduct one-on-one financial advisory investment counseling sessions with employees and retirees.
- Interface with plan administration, legal counsel, and plan sponsors to identify and resolve participant issues.
- Work with plan sponsors to increase participation among their employees.
