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401K Retirement Specialist

WNY Investment firm has an immediate need for a service-based opportunity as a 401K Retirement Specialist.

Position Focus: 

  • Manage an established book of business, including strategic initiatives, plan review meetings, and acting as a liaison between the client and provider
  • Responsible for requesting plan information, coordinating fund and plan design changes, and answering participant questions
  • Work with  Retirement  Consultant  to  identify  and  make  recommendations  that  are  beneficial  to  your  clients’  needs  during  quarterly/annual process 
  • Build and maintain relationships with clients including plan sponsors, participants and financial professionals in a client facing environment
  • Work with Retirement plan providers to prepare proposals and to facilitate presentations for clients, or conduct presentations personally
  • Will conduct group employee education meeting to increase retirement plan participation and salary deferrals


  • 2 years or more related experience within the retirement plan industry, which would include the following type of experience:  retirement plan client relationship management, retirement plan participant education experience, related corporate  retirement plan experience or individual investment experience.  
  • Bachelor’s Degree preferred 
  • Industry knowledge, NYS Life, Accident and Health and Series 65/63 or 66 License 
  • Computers skills are a must; expertise in Word, Excel, PowerPoint and Outlook required 
  • Ability to work well independently and on a team 
  • Incredible attention to detail and organizational skills 
  • Open to continuing education, college degree preferred 
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Joe LaLonde


Reference: JOB-13029

    • Job type: Direct Hire
    • Location: Buffalo
    • Date posted:
    • Salary:$65000 - $75000