The Senior Retirement Plan Specialist will provide comprehensive support to financial advisors, branches, internal associates, and departments, operating with minimal supervision
Job Summary
The Senior Retirement Plan Specialist will provide comprehensive support to financial advisors, branches, internal associates, and departments, operating with minimal supervision.
Key responsibilities include leading training initiatives, managing moderately complex projects, and serving as a technical advisor across teams, requiring originality and sound judgment in resolving intricate issues.
This position follows a hybrid-friendly schedule, requiring 3 in-office days per week averaging 12 days per month in St. Petersburg, FL, Memphis, TN, or Southfield, MI.
Matching Summary
The Senior Retirement Plan Specialist will provide comprehensive support to financial advisors, branches, internal associates, and departments, operating with minimal supervision.
Skills & Requirements
Must-have
Qualified retirement plans and IRAs
Advanced product and service information
Technical advisor across teams
Regulatory requirements and IRS rules
Customer processes and operational workflows
Nice-to-have
Interpersonal skills
Innovative solutions
Client relationship building
Mentoring peers
Continuous evolution of the firm
Key Requirements
3 to 6 years General Experience
High School (HS) Diploma
Bachelor's in Accounting, Business Administration, or Finance
Securities Industry Essentials (SIE) Exam
FINRA Series 99 – Operations Professional
FINRA Series 7 – General Securities Representative