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Key Responsibilities:
- Lead enrollment and education sessions for client employees.
- Meet one-on-one with participants on contributions, investments, rollovers, and distributions.
- Build and maintain participant education materials.
Qualifications:
- Series 65, or Series 66 with Series 7 (current or within 90 days).
- 3+ years in client-facing retirement or wealth management roles.
- Working knowledge of 401(k) plan design and investments.
Cultural Fit:
- High agency: You believe the world is malleable and want to shape it to your vision.
- High tastes: You have strong opinions on what “good” looks like in your field.
- Tenacity: Relentless work ethic in the face of adversity and rejection.
Basic Capital
Basic Capital is a fintech company disrupting America's retirement industry by building innovative products to make wealth accessible. Backed by top investors and led by leaders from Goldman Sachs and Uber, we're a lean, high-performance team committed to reducing wealth inequality.