Retirement Plan Specialist
$63.47k - $79.34kVoya Financial
*****Together we fight for everyone’s opportunity for a better financial future.*****We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.****Apply Now******Profile Summary:**Retirement Plan Specialist for the Tax Exempt Market**Profile Description:*** Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.* Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.* Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.* Work with Plan Sponsors to increase participation among their employees.* Contribute to the development and implementation of presentation material.* Assist in scheduling retirement seminars/one-on-one appointments.* Maintain compliance with all firm and FINRA regulatory requirements.* May provide guidance and training to more junior staff* Additional responsibilities may be assigned**Knowledge & Experience:*** Minimum 3 years of experience in retirement/financial services* Bachelor’s degree or equivalent experience* FINRA Series 6 or 7 and 63, 65* Strong interpersonal & communication skills* Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions* Looks for ways to improve and promote quality* Strong organization skills; demonstrates accuracy and thoroughness* Ability to travel#LI-NV1****Compensation Pay Disclosure:****Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.$63,470 - $79,340 USD****Be Well. Stay Well.****Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.****What We Offer***** Health, dental, vision and life insurance plans* 401(k) Savings plan – with generous company matching contributions (up to 6%)* Voya Retirement Plan – employer paid cash balance retirement plan (4%)* Tuition reimbursement up to $5,250/year* Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.* Paid volunteer time — 40 hours per calendar year*Learn more about*****Critical Skills****At Voya, we have identified the following critical skills which are key to success in our culture:* ****Customer Focused**:** Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.* ****Critical Thinking**:** Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.* ****Team Mentality**:** Partnering effectively to drive our culture and execute on our common goals.* ****Business Acumen**:** Appreciation and understanding of the financial services industry in order to make sound business decisions.* ****Learning Agility**:** Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.*Learn more about*****Equal Employment Opportunity*****Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.*****Reasonable Accommodations*****Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference* *.*### **Voya Financial**, Inc., is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships. Certified as a “Great Place to Work” by the Great Place to Work(R) Institute, Voya fosters a culture that values customer centricity, integrity, accountability, agility and inclusivity. Together with customers and partners, Voya employees fight for everyone's opportunity for a better financial future. For more information visit #J-18808-Ljbffr Voya Financial
$63.47k - $79.34k
Profile Summary Retirement Plan Specialist for the Tax Exempt Market Profile Description Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and...RetirementPart timeWork experience placementLocal areaFlexible hours- ...Engineering, or Statistics. Responsibilities Perform strategic planning and policy implementation for the Commander at the United... ...Spending Account (pre‑tax deferrals for health care expenses) Retirement Money Purchase Pension Plan – 100% company‑funded defined contribution...RetirementTemporary workWork at officeFlexible hours
- ...generate a detailed production schedule based on the production plan to maximize the use of resources and meet established... ...adoption Employee discount program Education Assistance Retirement ~401k Savings Plan with Company Contributions ~ Employee...RetirementFull timeTemporary workInternshipWork at officeMonday to Friday
$3,802.93 - $5,097.73 per month
...highly organized and detail-oriented Events Planner to lead the planning, coordination, and execution of academic, educational, and... ...greater than .25 FTE as determined by the New Mexico Education Retirement Act must make mandatory retirement contributions. For more information...RetirementPart timeRemote work$112k - $190k
...reviews with the Account Team and leadership. Create business plans including, but not limited to opportunity development, strategic... ..., and personal time), paid leave for parents and caregivers, a retirement savings plan, wellness support, and health benefits including...RetirementFull timeLocal areaNight shift$174.07k - $374.92k
...being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are...RetirementHourly payFull timeLive outLocal area$105k
...us. Competitive salary relative to other fellowship programs. Generous benefits, including vacation time, health insurance, retirement benefits, and CME stipend. Small patient panels and true interprofessional care team collaboration. Dedicated time for...RetirementHourly payFull timeLocal areaRelocation- ...Albuquerque, New Mexico, United States Customer Representative About the job Vacation Planning Specialist Company Description Getaway Travel Agency USA is a dynamic, Arizona-based travel agency with a global team, specializing in unforgettable vacations: from Disney adventures...Full timePart timeRemote workFlexible hours
$105k
...NP/PA careers. The fellowship offers a competitive annual salary of $105,000, with generous benefits including health insurance and retirement. Ideal candidates are bilingual in Spanish and should have a passion for working with older adults. #J-18808-Ljbffr CVS HealthRetirement$174.07k - $374.92k
...the physical, emotional, and financial well-being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility....RetirementHourly payFull timeLocal area$174.07k - $374.92k
...being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits...RetirementHourly payFull timeLive outLocal area- Quality Assurance Specialist (Home Care QA Visits) Join Ambercare/Addus HomeCare to help older adults and individuals with disabilities... ...) Continued Education Monthly Agency Bonus Potential PTO Plan Retirement Planning Life Insurance Employee Discounts Essential...RetirementMonday to FridayAfternoon shift
$3,841.07 - $5,148 per month
...Statement As a condition of employment, eligible employees working greater than .25 FTE as determined by the New Mexico Education Retirement Act must make mandatory retirement contributions. For more information, review the Benefits Eligibility at a Glance grid....RetirementFull timeRemote work- ...provided by Home Care Aides, and to determine whether existing care plans are adequate to meet client needs. Location: Ambercare 2129... ...Education Monthly Agency Bonus Potential PTO Plan Retirement Planning Life Insurance Employee discounts E ssential...RetirementFull timeMonday to FridayFlexible hoursAfternoon shift
- ...the functional areas of recruitment, in conjunction with sales plan, to anticipate client requests for home care and staffing personnel... ...Company matched 401K Continued Education PTO Plan Retirement Planning Life Insurance Employee discounts Essential Duties...RetirementDaily paidFull timeWork at officeLocal areaMonday to Friday
$200k - $250k
...seeking highly consultative CFP® professionals to join their inbound sales team and help high net worth retirees make smarter retirement tax planning decisions. This is NOT a traditional financial advisor role. You will NOT be: Prospecting Cold calling...RetirementFor contractorsRemote workFlexible hours$330k - $380k
...year (26 days of annual leave, 13 days of sick leave, 11 paid Federal holidays per year and possible 5 day paid absence for CME) Retirement: Traditional federal pension (5 years vesting) and federal 401K with up to 5% in contributions by VA Insurance: Federal...RetirementFull timeContract workTraineeshipFreelanceRelocation package- ...ranges from $26.47 to $43.62/hour, with $72,400/year average pay and full benefits including vacation, sick leave, insurance, and retirement plans. ~ Clerk - Clerks sell stamps, handle mail, and assist customers with postal services. The Postal Service operates over...RetirementFull time
- True Adventure Travel is seeking a highly motivated Remote Travel Agent to assist clients in planning and booking dream vacations. This part-time position offers flexible work from anywhere in the world. Responsibilities include communicating with clients, creating travel...Remote jobPart timeFlexible hours
- A travel service company is seeking motivated individuals passionate about travel to join their remote team. This role involves researching destinations, arranging tours, and providing exceptional customer service. Full training is provided for those without experience,...Remote jobWork from homeFlexible hours
- ...Job Description Plans and establishes production schedules. Monitors materials inventories, tracks progress of production, and reviews factors which affect schedules. Requires a high school diploma, preferably college degree or working towards. 2-4 years of experience...
- ...Investments is seeking a Financial Advisor in Albuquerque, NM, focused on fostering client relationships and crafting tailored financial plans. Candidates should have FINRA Series 7 & 66 licensure or the ability to obtain the necessary certifications upon hire. The position...
- ...contribute to our National Security and Defense mission: As a Mission Planner, Principal you will be responsible for providing mission planning support to Department of the Air Force R&D technology efforts. You will be an integral part of a combined government/contractor...Temporary workFor contractors
- ...and enthusiastic Remote Travel Agent to join our team. As a Remote Travel Agent, you will be responsible for assisting clients in planning and booking their dream vacations. This is a part-time, remote/telecommute position, meaning you will have the flexibility to work...Part timeRemote workFlexible hours
$120k - $170k
...responsibility to the communities where we live and work. We are seeking a Senior Transportation Planner with experience in transportation planning to support and help lead active transportation, trail, and multimodal projects across Utah and the Intermountain West. This role...Hourly payLocal area$71k - $105k
...who are selected for this position will be hired at the [Senior Specialist 1 Level] and compensated according to that title.... ...insurance. Indeedians are able to enroll in our company’s 401k plan, as well as an equity-based incentive program. Indeedians will...Remote work- ...We are seeking a detail-oriented and customer-focused Experience Planning Coordinator to join our growing team. In this role, you will support clients by coordinating personalized service experiences, ensuring smooth communication, and delivering high-quality assistance...Remote workFlexible hours
- A travel company is seeking a Remote Travel Associate to provide exceptional customer service by assisting clients in planning their dream vacations. The ideal candidate will have a High School Diploma, strong communication skills, and be proficient in Microsoft Office...Work at officeRemote work
- ...coordinating reservation requests, maintaining accurate records, and providing exceptional customer support throughout the travel planning process. All work is completed remotely using online communication and reservation tools. Responsibilities Assist clients with...Remote jobFlexible hours
$1,707 per week
...state of NM • Current Basic Life Support certification Benefits of a Travel Assignment with TRS Healthcare: • 401(k) retirement plans - Company will match 50% up to the first 6% • Full coverage health insurance along with dental and vision. • All pre-contract...RetirementFull timeContract workRelocation packageShift workNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Plan Specialist. Be the first to apply!
- retail planner Albuquerque, NM
- planning specialist Albuquerque, NM
- meeting planner Albuquerque, NM
- medical equipment planner Albuquerque, NM
- party planner Albuquerque, NM
- distribution planner Albuquerque, NM
- well planner Albuquerque, NM
- planner Albuquerque, NM
- transportation planner Albuquerque, NM
- airport planner Albuquerque, NM




