Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.
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.
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.
Prepare, review, and submit annual Form 5500 filings and related schedules while ensuring compliance.
Conduct annual nondiscrimination testing including ADP/ACP, top-heavy, and coverage tests.
Interpret and apply ERISA, IRS, and DOL regulations to support retirement plan administration decisions.
The partner company specializes in retirement plan compliance and administration services. It fosters a collaborative, remote culture with a focus on employee growth and work-life balance.
Create proactive, multi-year tax planning for high-net-worth individuals and their businesses.
Build deep, trusted relationships with sophisticated clients and mentor tax associates.
Leverage the latest tax technology and own outcomes in a high-caliber, small-firm environment.
This firm is a boutique tax strategy and planning firm serving business owners in the $3M–$30M range. It provides proactive, high-touch tax advisory and is focused on high-net-worth individuals, fostering a client-centric environment with top-tier talent.
Sells 401(k) Retirement Plan Services full-service recordkeeping to small and mid-market clients with a focus on the most complex opportunities.
Develops sales pipeline through conferences, networking, and building consultant and sponsor relationships, managing all aspects of the sales cycle.
Provides strategic guidance and negotiates final terms, while staying current on industry trends and building effective internal relationships.
T. Rowe Price is a premier global asset management organization with over 85 years of experience, offering investment solutions and a broad range of equity, fixed income, and multi-asset capabilities. With over 2 million plan participants and $1.4 trillion in assets under management, the firm fosters a collaborative culture that respects differences and supports associates with resources and flexibility.
Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
Explain and ensure customers understand product options for routine inquiries and make recommendations.
Work with relationship managers and fulfillment analysts to initiate product requests.
Transamerica is a financial services company that provides insurance, retirement, and investment solutions to help people create financial freedom. With nearly 7,000 employees and as part of Aegon, they foster a collaborative, diverse, and inclusive culture focused on work-life balance and personal growth.
Interpret and apply ERISA, IRS, and DOL regulations to retirement plans.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement TPA, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company has a coast-to-coast network of 19 leading firms and prioritizes accuracy and compliance.
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.
Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
Draft and review estate planning documents including wills, revocable trusts, irrevocable trusts, and related instruments.
Stay current on federal and state estate, gift, and generation-skipping transfer tax laws.
Hargrove Firm is a national estate planning and tax law firm serving individuals and families across all 50 states through a modern, technology-enabled legal platform. We are a growing team partnering with leading RIA firms and financial advisors to deliver sophisticated estate planning in a client-focused way.
Collaborate on risk assessments and develop internal surveillance systems to ensure compliance with securities laws.
Conduct regular audits, identify control deficiencies, and prepare action plan remediation.
Prepare and conduct virtual and physical branch office exams while staying current on regulatory trends.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities, they've been ranked #1 RIA firm by Barron's and have a diverse, flexible workforce.
Support enterprise-level planning, budgeting, forecasting and management reporting, including materials for the Executive Committee and Board.
Coordinate with business partner FP&A teams to prepare and validate consolidated planning, budgets, and forecasts.
Maintain FP&A systems, execute data uploads, and support system enhancements and process improvements.
U.S. FinTech built and operates the largest and most advanced mortgage securitization platform in the world, supporting the Uniform Mortgage-Backed Security of Fannie Mae and Freddie Mac. They are a market-leading, cloud-based firm with a culture combining financial services expertise with technological innovation.
Deliver one-on-one virtual consultations and education sessions for retirement plan participants via phone and digital platforms
Design and implement education initiatives to improve participant engagement, retirement preparedness, and plan utilization
Lead webinars, virtual workshops, and campaigns focused on retirement readiness, investing, budgeting, and debt management
Mariner empowers individuals to build secure financial futures through retirement plan services and advisory support. The firm offers a collaborative culture that fosters teamwork, professional growth, and work-life balance.
Collaborate with leadership on a strategic initiative to build a new business.
Manage client projects including task management, deadlines, and billing.
Provide payroll tax consulting, guidance, and audit support to clients.
Experian is a global data and technology company powering opportunities for people and businesses. We have an amazing team of 25,200 people in 32 countries and are a member of the FTSE 30.
Deliver personalized financial planning to UK expats and other globally mobile clients.
Advise on retirement income strategies, savings/investments, legacy planning, and portable protection solutions.
Build long-term client relationships across borders and contribute to shaping our service model.
We are a boutique independent advisory practice preparing for launch, dedicated to providing genuine human financial advice for UK expats and globally mobile professionals. We are a small founding team aiming to build a trust-based firm, not a mass-market operation.
Guide and educate clients who have already expressed interest in benefits solutions.
Take ownership of your income and growth in a fully remote, performance-based role.
Build a clear path to leadership without cold outreach or hourly wage limits.
Global Elite Empire Consultants is a third-party recruiting firm that connects individuals with client-facing roles in the insurance and benefits space. They operate remotely and emphasize a performance-driven culture with no income ceiling.
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.
Manage the end-to-end onboarding experience for 401(k) plans, including new plan setups and conversions from existing providers.
Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, guiding them through complex multi-step processes.
Monitor performance against key benchmarks and partner cross-functionally with Sales, Operations, and Legal to resolve issues and improve the client experience.
Gusto is a payroll, benefits, and HR platform that helps small businesses manage the hard stuff so owners can focus on their craft. With teams in Denver, San Francisco, and New York, the company supports over 500,000 small businesses and is building a workplace that reflects the people it serves.
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.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Global Elite Empire Consultants is a third-party recruiter connecting candidates with financial services opportunities. They offer a remote, part-time role with a small team providing weekly pay and training.