Retirement Plan Consultant - Palm Beach, FL

We're seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees eligible for retirement savings plans. The role involves conducting presentations, acting in benefit fairs, and participating in the annual plan review and financial education planning process.

Requirements

• Conduct individual and group presentations to improve awareness of plan features and grow plan assets
• Actively participate in benefit fairs and new employee orientations
• Participate in the annual plan review and financial education planning process
• Meet with participants and eligible employees to educate them regarding plan participation

Benefits

• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
• Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
• Company-paid E&O, licensing fees, continuing education and compliance support