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FP-BUF
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
Requirements
- 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