Financial Advisor Operations Specialist

Human Interest

Remote, US
Base: $75,000 - $85,000; bonus/equity: may be offe...
Remote
3+ years customer-facing experience
2+ years retirement services experience
401(k) plan administration expertise
Human Interest is seeking a Financial Advisor Operations Specialist to support its mission of providing accessible retirement benefits. The ideal candidate will have a strong background in customer service and retirement services, with responsibilities including managing advisor inquiries and enhancing advisor relationships

Job Summary

  • Human Interest is a high-growth fintech company dedicated to making retirement savings accessible to small and medium-sized businesses.
  • The role involves driving advisor success by providing expert guidance on plan design, regulatory documentation, and resolving complex inquiries.
  • Employees benefit from a robust total rewards package including a dollar-for-dollar 401(k) match up to 4% of compensation.

Matching Summary

Match Score: 85

Human Interest is seeking a Financial Advisor Operations Specialist to support its mission of providing accessible retirement benefits. The ideal candidate will have a strong background in customer service and retirement services, with responsibilities including managing advisor inquiries and enhancing advisor relationships.

Salary

Base: $75,000 - $85,000; Bonus/Equity: May be offered depending on position; Benefits: Robust suite of physical, financial, and mental wellness benefits including 401(k) match

Skills & Requirements

Must-have

  • 3+ years customer-facing experience
  • 2+ years retirement services experience
  • 401(k) plan administration expertise
  • ERISA compliance knowledge
  • Salesforce CRM proficiency

Nice-to-have

  • Partnerships or business development background
  • Cross-functional collaboration skills
  • Startup environment adaptability
  • Exceptional communication and empathy
  • Problem-solving under pressure

Key Requirements

  • 3+ years in customer service or account management
  • 2+ years managing 401(k) plan administration
  • Proven track record with ERISA compliance
  • Proficiency in Salesforce or similar CRM platforms

Work Rights

Not specified

Tailored Resume

Cover Letter