Manager Retirement Advisor Jobs

In-house asset management team to conduct analysis on the plan investment options or potential fund replacements

While a Bachelor's degree is preferred, we welcome candidates who possess a combination of relevant experience and education

Maintain current plan sponsor/participant exceptional service experiences

Active Series 65 or Series 7 and Series 66 certification is required

Candidates with prior experience in working with record-keeping platforms/websites within a Third-Party Administrator (TPA) environment will be given special consideration

High School Diploma or an equivalent qualification is required

Stay up-to-date on industry trends and best practices and share this knowledge with the team

Bachelor’s degree in finance, business, or a re.lated field

A minimum of 2 years of experience in the financial services industry

Strong knowledge of financial products, markets, and procedures

Excellent communication and interpersonal skills

Base salary ($70,000-$90,000 depending on experience) with bonus

Manage existing client assets, providing ongoing portfolio management and making recommendations as needed.

Present and explain the benefits of fixed equity-indexed annuity products, life insurance policies, and other relevant financial products.

Leverage our comprehensive and competitive product portfolio to offer tailored solutions that meet the specific needs of each client.

Ability to ACAT and manage existing client assets

3 Years + of Industry Experience

Knowledge of fixed equity-indexed annuity products, life insurance, model portfolios, managing assets and other related financial products and concepts

Manage existing client assets, providing ongoing portfolio management and making recommendations as needed.

Present and explain the benefits of fixed equity-indexed annuity products, life insurance policies, and other relevant financial products.

Leverage our comprehensive and competitive product portfolio to offer tailored solutions that meet the specific needs of each client.

Ability to ACAT and manage existing client assets

3 Years + of Industry Experience

Knowledge of fixed equity-indexed annuity products, life insurance, model portfolios, managing assets and other related financial products and concepts

Bachelor’s Degree in Business, Finance, Marketing or related field (or equivalent experience) required

Under direction of lead relationship managers, assist with the coordination and implementation of customized client sales and servicing strategies

Support to grow through professional development courses, tuition/qualification reimbursement and more

Maternal/paternal leave benefits and family services

Corporate membership to ClassPass and other health and well-being benefits

Strong investment knowledge with an ability to interpret and present performance, risk, and attribution data

Minimum of 2 years financial services experience including advice/guidance, managed accounts and income products preferred.

REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED:

Proven sales and relationship building skills.

Comprehensive PC skills including the ability to quickly learn Empower's record keeping system and SalesForce software.

Demonstrated organizational skills; strong written, verbal and presentation skills.

FINRA Series 7, 63 and 65 registration(s) required within corporate-established timelines.

Organizational and management practices as applied to the development, analysis, evaluation and implementation of benefits programs, policies and operational needs.

Current issues, trends, legislation and management theories related to benefit plan administration.

Coordinates department activities with other CCERA departments, management and staff.

Reviews and/or develops text for brochures, handbooks and standard letters regarding the benefit programs administered.

Defined benefit retirement plans and other types of pension plans.

Federal and State laws, rules and regulations governing pension systems, retirement plan administration and accounting requirements.

Strong time management and prioritization skills

2+ years of experience in a customer service or sales role preferred

Knowledge of tax exempt retirement products and services highly desirable

Previous phone center experience preferred

Your robust consultative, influencing and communication skills

Leverage guidance offering and appropriate tools to assist customers with their retirement readiness

Experience and expertise delivering retirement consulting services to Fortune 1,000 or organizations of similar size

Strong client relationship, interpersonal and team skills

Strong knowledge of MS Excel, PowerPoint and Word

Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues

Ensure clients are regularly informed about the implications and opportunities that changing laws and regulations have related to their retirement plans

Develop new business opportunities and enhance existing relationships

3 – 5 + years’ experience in relationship management and/or retirement industry

Demonstrated strong relationship management skills

A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

Educating clients and implementing solutions for the benefit of clients and their retirement plans, as well as Lincoln

4-year degree or equivalent work experience

Experience in a management role

Bachelor’s Degree required; Juris Doctor, Masters in Tax, licensed CPA, or specialty compensation and benefits certification preferred.

Manager, Retirement Plan and Benefits Consultant

3-5 years of experience working with technical issues regarding qualified retirement plans

Strong PC skills, including Microsoft Office applications, especially Microsoft Excel

Excellent research and writing skills

2 years - Experience in a leadership/management role required

Demonstrated knowledge of pertinent federal and state regulations, filings and compliance requirements that affect employee (benefit, compensation, retirement and wellness) programs.

Assists the Benefits Manager as needed.

5 years - Experience in Human Resources required; specifically with benefit and retirement plans

Manages the implementation of retirement plan changes.

Communicates and provides education to employees and executives.

2-5 years of management experience preferred.

Excellent written and verbal communication skills required.

Knowledge of Salesforce and Pershing platforms are a plus.

Knowledge of Microsoft Word, Excel and PowerPoint.

Excellent organization, prioritization and planning skills required

10% - Field escalated issues from representatives, clients, and participants. Identifies trends in escalated issues and proactively addresses with staff.