Base: $150,000 to $200,000; bonus/equity: bonus po...
On-site
Retirement plan strategy and design
Plan document and provision audits
Client rfp participation
HUB International is seeking a Retirement Plan Consultant in Pasadena, CA, to provide expert guidance on employer-sponsored retirement plans and collaborate with clients on effective strategies. The role requires significant experience and offers competitive compensation alongside comprehensive benefits
Job Summary
The Retirement Plan Consultant is a key resource to our governmental and corporate clients seeking expert guidance on their employer-sponsored retirement plans.
This position supports the sales team and collaborates closely with clients to develop and implement effective plan strategies and designs that align with their goals and regulatory requirements.
We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals.
Matching Summary
Match Score: 85
HUB International is seeking a Retirement Plan Consultant in Pasadena, CA, to provide expert guidance on employer-sponsored retirement plans and collaborate with clients on effective strategies. The role requires significant experience and offers competitive compensation alongside comprehensive benefits.
Salary
Base: $150,000 to $200,000; Bonus/Equity: Bonus potential, eligible bonuses, equity, and commissions for some positions; Benefits: Health/dental/vision/life/disability insurance, FSA, HSA, 401(k) accounts, paid-time-off benefits
Skills & Requirements
Must-have
Retirement plan strategy and design
Plan document and provision audits
Client RFP participation
Regulatory environment consultation
Nice-to-have
Collaborative team environment
Continuous growth and development opportunities
Competitive salary and bonus potential
Key Requirements
Bachelor's degree or 10 years of relevant experience
Highly proficient in Excel, Word, and PowerPoint
Series 65 or 66 preferred
Experience supporting plan participants
Demonstrated oral and written communication skills