Provide comprehensive one‑on‑one consultations to high‑net‑worth retirement plan participants, serving as a trusted consultant and tailoring guidance to their goals, sensitivities, and financial circumstances
Job Summary
Provide comprehensive one‑on‑one consultations to high‑net‑worth retirement plan participants, serving as a trusted consultant and tailoring guidance to their goals, sensitivities, and financial circumstances.
Drive asset retention and acquisition by supporting stay‑in‑plan outcomes, rollover retention, and account consolidation through ongoing, personalized conversations.
Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Matching Summary
Provide comprehensive one‑on‑one consultations to high‑net‑worth retirement plan participants, serving as a trusted consultant and tailoring guidance to their goals, sensitivities, and financial circumstances.
Salary
Base: $98,500 - $146,000; Bonus/Equity: Annual bonus eligibility; Benefits: Generous retirement plan, Health and wellness benefits, Paid time off, Family care resources