Conduct individual and group presentations to improve awareness of plan features and grow plan assets.
Participate in benefit fairs, new employee orientations, and annual plan reviews to educate employees.
Travel up to 25% within your territory to support new plan enrollments and targeted education campaigns.
Corebridge Financial partners with financial professionals and institutions to help people take action in their financial lives. As one of the largest providers of retirement solutions and insurance products in the United States, we foster an inclusive, collaborative culture focused on delivering for customers and supporting employees.
Communicate extensively with customers to identify their needs and help establish their 401(k) plans.
Educate and guide newly signed customers about retirement savings choices to help their employees save for retirement.
Meet monthly activation targets by managing client pipelines, removing bottlenecks, and driving operational excellence.
Human Interest is a fintech company on a mission to make retirement benefits affordable and accessible for small and medium-sized businesses. The company is high-growth and backed by top investors, with a culture focused on customer obsession and long-term thinking.
Support successful onboarding of new clients by collecting company and bank information.
Proactively reach out to clients to book account set-up calls.
Work cross-functionally with operations and sales to meet customer needs.
Human Interest is a high-growth fintech company on a mission to ensure people in all lines of work have access to retirement benefits. They are backed by top investors like BlackRock and SoftBank, and certified as a Great Place To Work.
Maintain client relationships and manage a caseload of DB/DC combo plans.
Consult on plan operations and coordinate with recordkeepers and advisors.
Document interactions and follow Nova policies.
Nova 401(k) Associates is a national third-party, non-producing retirement plan administration firm. It is a vibrant and growing company with a remote-first culture, offering career advancement and professional training.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Oversee retirement plan operations, compliance, and controls, including regulatory requirements and vendor management.
Support governance and committee meetings, prepare materials, and ensure alignment with plan terms.
Lead complex benefits projects, plan design changes, and continuous improvement initiatives.
Liberty Mutual is a global insurance company that offers a range of insurance products and services. With a large workforce, the company fosters an inclusive culture that values diversity and provides comprehensive benefits and professional development opportunities.
Be the day-to-day point of contact for clients, handling questions, requests, and advice within your license.
Escalate to the advisors when it matters and follow through until it's resolved.
Partner with client experience and operations teams to keep onboarding, account changes, and service requests moving.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver comprehensive wealth management. Backed by top-tier venture capital, it fosters a collaborative team of passionate entrepreneurs.
Complete comprehensive training and obtain required licenses to become a successful Financial Advisor
Develop a book of business through prospecting, networking, and building client relationships
Provide sound financial advice and manage client portfolios consistent with their objectives and risk tolerance
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962, the company has a people-first culture with locations across the US, Canada, UK and Germany, and emphasizes diversity, inclusion and professional growth.
Conducting video consultations to collect customer information and deliver personalised financial advice.
Reviewing engine-generated advice plans for suitability and handling escalated cases from support.
Collaborating with paraplanners and contributing to team learning sessions to improve advice quality.
Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, and financial advice. The company fosters a collaborative and inclusive culture, with a focus on innovation, customer outcomes, and employee growth.
Build and manage a planning-led client book covering pensions, investments, and tax.
Work fully remotely from the UK using the firm's existing infrastructure and investment panel.
Retain your current ongoing fee basis while benefiting from in-house specialists and a defined exit route.
A directly authorised and independently owned UK financial planning firm built for long-term advice. It is deliberately small, aiming for around twenty advisers, with a culture that values fit and transparent terms over scale.
Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Process participant loan and distribution requests for 401(k) plans, ensuring accuracy and compliance.
Prepare daily cash reconciliations and respond to participant and plan sponsor inquiries.
Collaborate with internal teams to improve operational workflows and service delivery.
Jocelyn Pension Consulting helps growing small businesses establish and administer 401(k) retirement plans with personalized service. It is part of Strongpoint Partners, an Inc. 5000 honoree and certified Great Place to Work.
Manage an established client bank of £60M AUM across 110 households.
Deliver holistic financial planning across pensions, investments, protection, tax and retirement strategies.
Collaborate with Titan teams and external partners to deliver integrated solutions and drive growth.
Titan Wealth is a fast-growing wealth management business providing advice-led services in the UK and internationally. It offers a dynamic, collaborative environment where individual and team initiative is encouraged to deliver long-term client outcomes.