Have conversations with individuals, families, or business owners about their financial goals.
Help create a game plan or roadmap to help them achieve their short-term and long-term financial goals.
Provide financial solutions, products, and services, including retirement planning, wealth accumulation, and investments.
Morrison Family Financial, a GFI Affiliate, strives to put the needs of families in the forefront of every decision made. They believe in taking an educational approach to finances and deliver expertise to people from all backgrounds, partnering with Fortune 500 companies.
Receives and responds to incoming calls from investment professionals, plan sponsors and members.
Understands the different product suites and interprets changes to new and old products.
Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Nationwide is a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future. They have a caring culture and are named one of the Fortune 100 Best Companies To Work For.
Conduct client interviews to gather financial information.
Recommend customized financial plans based on client goals.
Maintain a commitment to delivering excellent results.
Focus Partners Wealth provides wealth, asset, and business management resources with a focus on innovation and partnership. They support clients at every stage of life, managing their financial future with research-backed strategies and personalized wealth planning solutions in all 50 states, with over $180 billion in regulatory assets under management.
Monitors support queue and responds to client retirement plan questions.
Researches and assists in solving complicated client requests.
Actively maintain knowledge of retirement industry rules and regulations.
Ubiquity Retirement and Savings (dba Decimal Inc) provides retirement and savings solutions. They foster an inclusive and diverse workplace where everyone feels like a valued member of the Ubiquity family.
Give guidance on budgeting, retirement readiness, equity compensation, and more.
Adapt the LearnLux methodology to financial planning topics relevant in Bulgaria and the Balkan region.
Improve the LearnLux digital experience and become an expert on benefit plans.
LearnLux provides workplace financial wellbeing, blending digital planning with guidance from Certified Financial Planner professionals. They've raised over $35M and are supported by experienced investors and long-term partners, building for scale and valuing people who take ownership of their work.
Regularly consults with assigned clients to maintain a positive relationship.
Proactively uncovers ways to improve the daily operations of the plan.
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.
Take ownership and accountability for the success and retention of an assigned book of business.
Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the delivery of high-quality benefit consulting services, and exceptional customer results and satisfaction.
Develop and execute the annual customer account plan specific for all assigned customers.
Bennie is an employee benefits services and technology firm that helps companies create a healthier workplace. They have built the ultimate benefits platform that connects disparate systems across the benefits supply chain.