Retirement Planning Advisor Jobs in Pennsylvania

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