- Ascensus (Houston, TX)
- …goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver ... client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of… more
- Edward Jones (St. Louis, MO)
- …may close early due to the volume of applicants. **Overview:** The Workplace Retirement Plan Consultant role will assist Financial Advisors with prospecting, ... Financial Planning clients, as well as the Edward Jones service and operational teams. + Support firm goals by...marketing materials, and Joneslink material by acting as a Retirement Subject Matter Expert. (for Senior Workplace Consultant… more
- Henderson Brothers Inc. (Pittsburgh, PA)
- …SNAPSHOT + Title: Retirement Plan Consultant + Department: HB Retirement + Location: Pittsburgh, PA + Responsibilities: service current Retirement ... holidays POSITION DETAILS Expect your typical day as a Retirement Plan Consultant to be focused on...humility, teamwork, and a desire to provide truly exceptional service and solutions to our clients. It is these… more
- Aegon Asset Management (Denver, CO)
- …paid in certain Company locations.** Total Compensation for first year RVP/Regional Retirement Consultant targeted at $115,000, contingent upon attainment of ... of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make the most...Retirement products and services. + Manage post sale service issues that arise and field service … more
- Henry Ford Health System (Detroit, MI)
- GENERAL SUMMARY: The Senior Retirement Consultant (SRC) is a key strategic resource for financial analysis, data integrity, budgeting and accounting information ... for the Retirement Department. Working with the Director of Retirement...outside actuaries on data gathering for vesting and credited service for new affiliations and joint ventures. Prepares specifications… more
- HUB International (Scottsdale, AZ)
- The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ ... meeting and other presentation materials in collaboration with the retirement client service team + Coordinating with other departments to ensure deadlines… more
- Ascensus (Trenton, NJ)
- …of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person ... IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and...for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge… more
- Lincoln Financial Group (Milwaukee, WI)
- …#:** 74369 **The Role at a Glance** We are excited to bring on a ** Retirement Consultant ** within our Retirement Plan Services (RPS) division to join ... Milwaukee area** . In this role, you will deliver retirement planning, education, and world class service ...deliver retirement planning, education, and world class service to complex retirement plan sponsors and… more
- Ascensus (Dresher, PA)
- …of contact for employer, financial professional and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in ... IRS and Department of Labor deadlines necessary for qualified retirement plan + Assist clients with Service ...qualified retirement plan + Assist clients with Service and IRS Plan terminations + Maintain up-to date… more
- Ascensus (Dresher, PA)
- …of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person ... FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of… more