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Cps4jobs
Phoenix, AZ, United States
Retirement Plan Consultant - REMOTE National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retir
Job Source: Cps4jobsCPS Inc
Scottsdale, AZ, United States
CPS, Inc. http://www.cps4jobs.com http://www.cps4jobs.com USD 90000 130000 YEAR true Retirement Plan Advisor Scottsdale , AZ US | Work from home flexibility TELECOMMUTE US Posted: 01/31/2024 2024-01-31 2024-02-29 Industry: Employee Benefits & Retirement Services Job Number: 1.24 8 KEF Pay Rate: $90,000 - $
Job Source: CPS IncCPS Inc
Phoenix, AZ, United States
Phoenix , AZ Posted: 03/27/2024 Industry: Employee Benefits & Retirement Services Job Number: ME24.3.27.3 Pay Rate: Base $65k - $80k (possibly more) Remote Friendly: Experience: Job Description Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to fam
Job Source: CPS IncConfidential
Phoenix, AZ, United States
Job Description Job Description Salaried Financial Advisor / Retirement Plan Sales Consultant Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Are you looking to become a specialist instead of a generalist? This is a retirement sales position
Job Source: ConfidentialLincoln Financial Group
Phoenix, AZ, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72965 The Role at a Glance We are excited to bring on an Account Manager to our Retireme
Job Source: Lincoln Financial GroupAscensus
Phoenix, AZ, United States
Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately.
Job Source: AscensusHUB International
Scottsdale
As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and then recommend an appropriate strategy. You will also be involved in working with a team of retirement plan
Job Source: HUB InternationalEquitable
Scottsdale, AZ, United States
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work
Job Source: EquitablePhoenix, AZ, United States
Posted: 01/30/2024 Industry: Employee Benefits & Retirement Services Job Number: SA24.1.17.4 Experience:
Job Description National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retirement Plan Consultant plays a key role in advising clients on the compliance, design, and administration of their retirement plans.
Key Responsibilities:
• Proactively manage day to day relationships with assigned caseload of clients.
• Understand plan documents to consult with clients on plan compliance, IRS regulations, and plan enhancements.
• Develop appropriate client expectations while providing exceptional service to clients.
• Build trust within the team by consistently demonstrating honesty, reliability, and accountability.
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Job Requirements Qualifications:
• Bachelor’s degree or relevant experience in retirement plans
• Previous experience with a TPA would be ideal
• ASPPA or NIPA designations, not required
• In-depth knowledge of retirement plan administration, compliance, plan enhancements
Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business.
Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts. His integrity, transparency, and commitment to finding the best hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience.
Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry. His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation.
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Retirement Plan Consultant jobs in Phoenix, AZ, United States
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