Retirement Plan Consultant I - Austin, TX

The Retirement Plan Consultant will provide objective guidance to plan sponsors and employees. The role involves conducting presentations, participating in benefit fairs, and meeting with participants to educate them on plan participation. The position requires a high school diploma or GED, with a Bachelor's degree preferred. Series 7 and 66 licenses are required, and CFP, ChFC designations are desirable. The job offers a competitive benefits package, including medical, dental, vision, life insurance, and 401(k) plan with match.

Requirements

• High school diploma or GED
• Bachelor's degree preferred
• Series 7 and 66 licenses required
• CFP, ChFC designations desirable

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k) plan with match