Engage clients through marketing campaigns and outreach programs to reinforce company values and increase retention.
Initiate financial goal-based conversations to identify client needs and present appropriate financial solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The company supports over 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a coast-to-coast network of 19 leading firms.
Own our voice and tone guidelines, setting the bar for narrative clarity and empathy across every customer touchpoint.
Collaborate cross-functionally to build seamless customer journeys where interface and language feel like one trusted conversation.
Transform dense financial mechanics and legal requirements into simple, transparent, and human copy.
Acorns is a financial wellness app that helps everyday people and families save and invest money for the long term. Since 2014, Acorns has grown into a global company with over 14 million people served and multiple life-stage products, fostering a culture of compassion, boldness, and continuous growth.
Conduct financial planning conversations with individuals, families, and business owners.
Help clients create a roadmap to achieve short-term and long-term financial goals.
Utilize provided training to learn about retirement planning, wealth accumulation, college planning, investments, and insurance.
Traction Forge Financial partners with top Fortune 500 companies to provide complimentary financial planning services. They offer an entry-level training program for financial professionals with potential for management roles.
Administer full-cycle 401(k) and cross-tested retirement plans, including compliance testing and valuations.
Process participant transactions, reconcile assets, and prepare IRS forms.
Communicate with clients and recommend plan design changes for compliance.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing private companies and a Great Place to Work, it operates a network of 19 firms.
Administer and manage Marmon's Canadian retirement plans (RRSP and RPP) as the Center of Excellence support for the Total Rewards team.
Serve as the key contact for day-to-day plan operations, partnering with business, finance, payroll, and HR teams.
Lead compliance requirements including annual audit, year-end filings, and governance committee meetings.
Marmon is a global industrial organization backed by Berkshire Hathaway, comprising 120+ companies with 30,000 employees and $12 billion in annual revenue. The company fosters a culture of independence and entrepreneurial spirit, committed to making a positive impact on the world.
Serve as primary point of contact for sub-advised provider partners, managing day-to-day relationships and overseeing client initiatives.
Drive delivery of services and service enhancements for existing sponsor and provider relationships.
Lead provider service reviews and facilitate annual due diligence of processes and service offerings.
Edelman Financial Engines provides personal financial planning and investment advice to help people achieve financial confidence. They support over 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Own and deepen relationships with a wide range of stakeholders at Charles Schwab, serving as a trusted strategic partner.
Lead zero-to-one initiatives, driving execution across ambiguous environments and ensuring measurable business impact.
Serve as the voice of the customer in product roadmap discussions, influencing priorities and aligning internal teams.
Wealth.com is the industry’s leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. The company has been widely recognized for innovation and leadership, and is proud to be certified as a Great Place to Work®.