Job Summary

• As a Retirement Plan Consultant, you will work with clients, the Investment team, and plan administrators to provide investment and capital markets research, analysis, and advice.
• Responsibilities include analyzing investment managers’ portfolios, reviewing investment reports, preparing exhibits, and answering client questions.
• The role requires attention to detail, an interest in investment markets, and a willingness to contribute with high standards and professionalism within a small team.

Matching Summary

Salary

Base: $72,000-$76,000; Bonus/Equity: 7.5% of servicing client revenue; Benefits: Medical, Vision, Dental, 401(k) plus match, STD, Life Insurance, Parental leave, 2 weeks vacation, sick leave, floating holidays

Skills & Requirements

Key Requirements

• 3+ years of experience in a similar role
• Bachelor's degree
• Series 65 or Series 7 and 66 licenses

Work Rights