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Retirement Solutions Consultant

2 months ago

Youngstown, Ohio, United States JFS Wealth Advisors Full time
Retirement Solutions Consultant

The role entails fostering effective communication within a diverse team while supporting the department in various aspects of client service, investment management, and strategic planning. Key responsibilities include onboarding new clients, delivering outstanding service to existing plan sponsors and participants, enhancing understanding of plan structures and investment options, nurturing relationships with service providers, and honing personal financial planning capabilities for participant wellness initiatives. This position requires both virtual and in-person meetings, with occasional travel to client sites for consultations. Additionally, there may be opportunities to engage in business development activities such as preparing proposals and delivering presentations.

Ideal Candidate:
  • Dedicated to exceptional client service
  • Focused on ongoing improvement and professional growth
  • Self-motivated and results-driven
  • Detail-oriented, organized, and flexible
  • Capable of managing sensitive information with confidentiality
  • Enjoys both independent work and collaborative team efforts
Key Responsibilities:
  • Overseeing Retirement plans
  • Ensuring client satisfaction and business profitability
  • Building expertise in Business Retirement Plans
  • Monitoring investment portfolios and developing strategies
  • Contributing to the achievement of team objectives
Qualifications:
  • Bachelor's degree or equivalent with 3-5 years of relevant experience
  • Possession of a Series 65 or similar license, and commitment to obtaining the Accredited Investment Fiduciary designation along with other relevant ASPPA or CFP credentials
  • Valid driver's license
  • Willingness to travel as necessary
  • Strong analytical and problem-solving capabilities
  • High level of attention to detail
  • Experience with record-keeping systems in a TPA environment is advantageous
  • Proficient with various software applications
  • Effective at prioritizing tasks and executing responsibilities
  • Proficient in PC and financial software
  • Demonstrates creativity and innovation aligned with JFS's core values
  • Excellent verbal and written communication skills
  • Physical requirements include sitting, standing, walking, using hands, reaching, and lifting up to 10 pounds
Benefits:
  • Work-life balance
  • Hybrid work environment
  • Medical, Dental, Vision insurance
  • Life insurance
  • 401(K) matching and profit sharing
  • Paid Time Off and holidays
  • Parental leave
  • Employee referral program
  • Short-term and Long-term Disability coverage

We appreciate your interest in JFS Wealth Advisors, LLC.

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