Key Responsibilities
Provide in-depth guidance on 403(b) retirement plans, including rollovers, contributions, distributions, and compliance.
Develop and maintain relationships with public school districts, government agencies, and nonprofit organizations.
Conduct individual and group presentations to educate employees on retirement planning options.
Assist clients in selecting appropriate investment options tailored to their goals and risk tolerance.
Maintain up-to-date knowledge of IRS regulations, industry trends, and compliance requirements.
Collaborate with internal teams to ensure a seamless client experience.
Think you’re the perfect candidate? Apply to this job.
Apply on company site