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Financial Counselor II

CounselorCounselorFull TimeRemoteTeam 1,001-5,000Since 1989H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

58 days ago

Salary

Not specified

Bachelor Degree6 yrs expEnglish

Job Description

• Provide financial planning and education to retirement plan participants in group or individual sessions • Manage and maintain various annual client projects • Manage specific department tasks such as reporting, ongoing communications, and presentation development • Travel to client locations and manage expenses; may travel up to 80% of time out of town, including overnight

Job Requirements

4-year college degree (preferred but not required)
Professional License/Certification required (65,6, or 7)
6 years of related industry experience; retirement plans and investment vehicles
Demonstrated project management experience
Relationship building and interpersonal communication skills
Strong attention to detail

Benefits

Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)