Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Retirement Plan Specialist

$77.58k - $96.98k

Voya Financial

Retirement Plan Specialist for the Tax Exempt MarketTogether 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.Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply NowProfile Summary:***This position will sit remote but must reside in the greater LA county area***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 staffAdditional responsibilities may be assignedKnowledge & Experience:Minimum 3 years of experience in retirement/financial servicesBachelor's degree or equivalent experienceFINRA Series 6 or 7 and 63, 65Strong interpersonal & communication skillsIdentifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutionsLooks for ways to improve and promote qualityStrong organization skills; demonstrates accuracy and thoroughnessAbility to travelCompensation 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.$77,580 - $96,980 USDBe 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 OfferHealth, dental, vision and life insurance plans401(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/yearPaid 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 yearCritical SkillsAt 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.Equal Employment OpportunityVoya 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 AccommodationsVoya 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 resources for applicants with disabilities.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Retirement Plan Specialist in Los Angeles, CA vacancy
  •  ...A retirement solutions firm is looking for a Plan Document Support Specialist to assist clients with the ASC DGEM Plan Document System. This role involves problem-solving complex document issues, providing client support, and developing training materials. Applicants should... 
    Retirement
    Remote work

    ASC Net

    Los Angeles, CA
    2 days ago
  • $100k - $150k

    Project Planning & Scheduling Specialist II Full-time State/Province: California Business Group: DCS Legal Entity: AECOM Technical Services Inc...  ...absence, voluntary benefits, well-being resources, and retirement plans where applicable. This description contains... 
    Retirement
    Full time
    Work at office

    AECO

    Los Angeles, CA
    1 day ago
  • A reputable financial services company is seeking a Retirement Plan Specialist to manage client documentation and assist with 401(k) plans. This fully remote position involves reviewing documents, preparing government filings, and educating clients on plan administration... 
    Retirement
    Remote job

    Guidant Financial

    Glendale, CA
    20 hours ago
  • $125k - $150k

     ...project team to provide project direction, medical equipment planning solutions, and client guidance that drive positive outcomes. You...  ...employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO). This information... 
    Retirement
    Full time
    Contract work
    Local area
    Flexible hours
    Night shift

    IMEG

    Pasadena, CA
    20 hours ago
  • $23.55 per hour

     ...constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to... 
    Retirement
    Hourly pay
    Work experience placement
    Remote work
    Work from home
    Home office
    Flexible hours

    Guidant Financial

    Glendale, CA
    1 day ago
  • $84.92k - $141.32k

     ...execution of all or a designated part of long-term Master Supply Plan (0-18 months), medium-term Master Production Schedule (0-13...  ...0 annually Participation in Annual Incentive Program Benefit & Retirement Plans Parker Offers Competitive Benefit Programs, Including: Comprehensive... 
    Retirement
    Permanent employment
    Temporary work
    For contractors
    Shift work

    Parker Hannifin Corporation

    Los Angeles, CA
    1 day ago
  •  ...laws and regulations to ensure the compliance of financial planning activities. Knowledge :Thorough understanding of the investment...  ...Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical... 
    Retirement
    Full time
    Work experience placement
    Local area
    Flexible hours

    Northern Trust

    Los Angeles, CA
    1 day ago
  • $117.24k - $187.58k

     ...competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including...  ...thoughtful, rigorous research and analysis and guidance on wealth planning topics relevant to the high net worth and ultra-high net worth... 
    Retirement
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Los Angeles, CA
    1 day ago
  • $80.54k - $120.82k

     ...level financial analysis, administration, and transportation planning duties relating to the city's roadway, transit, airport, bicycle...  ...accrues at 4.4 hours per pay period (114 hours per year). Retirement This position participates in the Arizona State Retirement System... 
    Retirement
    Full time
    Work experience placement
    Work at office
    Local area

    City of Glendale AZ

    Glendale, CA
    20 hours ago
  • Due to continued growth in our Plan Document area, ASC is seeking an experienced Retirement Plan Professional to join our Plan Document Team as a Plan Document Support Specialist. This position may be fully remote or based in our Los Angeles, CA office. Why Join ASC? At... 
    Retirement
    Work at office
    Remote work
    Home office
    Flexible hours

    ASC Net

    Los Angeles, CA
    1 day ago
  • A leading retirement services provider is seeking an experienced Enrolled Actuary with Defined Benefit and Cash Balance plan expertise. This fully remote position involves delivering actuarial and consulting services such as compliance testing and plan design guidance.... 
    Retirement
    Remote job
    Flexible hours

    Strongpoint Partners

    Los Angeles, CA
    1 day ago
  • $300 per month

     ...THE POSITION The Associate Planner, under the direction of the Planning Manager, performs a variety of routine to complex...  ...premium for long-term disability insurance for the employee. RETIREMENT: Employees are covered by the Public Employees' Retirement System... 
    Retirement
    Full time
    Local area
    Trial period

    Monterey Park City of

    Monterey Park, CA
    14 hours ago
  • $121.9k - $262.1k

     ...acquisition, retention, and overall client experience through advanced planning expertise. Please see below for specific responsibilities...  ...flow, income tax, gift and estate tax, investment, insurance, retirement, estate, and charitable planning. Client Advisory Skills:... 
    Retirement
    Bank staff
    Shift work

    Fifth Third

    Los Angeles, CA
    1 day ago
  • $80k - $120k

     ...Qualifications Bachelor's degree and 1+ years of manufacturing scheduling, planning or operations; OR 3+ years of professional experience with...  ...medical, vision, and dental coverage, access to a 401(k) retirement plan, short and long-term disability insurance, life insurance... 
    Retirement
    Permanent employment
    Temporary work
    All shifts
    Weekend work

    Front Door Defense

    Hawthorne, CA
    2 days ago
  •  ...strongest public-sector benefits packages in the country. Join us and discover a rich selection of health care options, robust retirement plans and the flexibility to work, relax, and rejuvenate to reach your fullest personal and professional potential.The team member... 
    Retirement
    Second job

    GovernmentJobs.com

    Los Angeles, CA
    4 days ago
  • $115k - $130k

     ...clear sense of purpose. Lead the medical planning effort toward the successful completion...  ...in user groups (heads of departments, specialists, etc.) to collect program needs for...  ...investment menu as well as free guidance on retirement planning. Wherever you are in your... 
    Retirement
    Contract work
    Temporary work

    HOK Group, Inc.

    Los Angeles, CA
    20 hours ago
  • $100k

     ...management firms in the country. We are seeking a Senior Wealth Planning Associate to join our growing advisory team. This role is...  ...update, and analyze comprehensive financial plans, including retirement, tax, estate, insurance, and cash flow planning. Assist advisors... 
    Retirement
    Work at office

    Gerber Kawasaki Wealth & Investment Management

    Santa Monica, CA
    3 days ago
  •  ...acquisition, retention, and overall client experience through advanced planning expertise. Please see below for specific responsibilities...  ...flow, income tax, gift and estate tax, investment, insurance, retirement, estate, and charitable planning. Client Advisory Skills:... 
    Retirement
    Bank staff
    Shift work

    Fifth Third Bancorp

    Los Angeles, CA
    3 days ago
  • $75k - $175k

     ...core advisory team andis responsible forexecuting sophisticated planning initiatives, supporting complex client needs, and ensuring...  ...package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional... 
    Retirement
    Work at office
    Local area

    Rockefeller Capital Management

    Los Angeles, CA
    3 days ago
  • $6,944 - $9,061 per month

     ...of professional level work in the field of current and advance planning; redevelopment, zoning, architectural, and environmental...  ...health premiums. Employees who opt-out, receive $500 per month. RETIREMENT PROGRAM (CALPERS) 2% @ 55 formula for classic California Public... 
    Retirement
    Full time
    Contract work
    Temporary work
    For contractors
    Work at office
    Local area
    Remote work
    Flexible hours

    City of Rosemead

    Rosemead, CA
    4 days ago
  • $99.95k - $168.74k

     ...the role of Health Planner II, we’ll count on you to: Provide planning, design and coordination support on projects Engage in...  ...assistance program paid time away parental leave paid holidays a retirement savings plan with employer match employee referral bonus... 
    Retirement
    Full time
    Temporary work
    Part time
    Local area
    Flexible hours

    HDR

    Los Angeles, CA
    20 hours ago
  • Position: Planned Giving Officer Department: Development Reports to: Senior Director, Philanthropy Status: 100% Full-Time, Exempt...  ...Long Term Disability, Employee Assistance Program, and a 403B retirement plan CENTER MISSION: Building a world where LGBT people thrive... 
    Retirement
    Full time
    Work at office
    Trial period

    Los Angeles LGBT Center

    Los Angeles, CA
    20 hours ago
  •  ...level Transportation Planner / Modeler to support data-driven planning, modeling, and investment decision-making for multimodal transportation...  ...Medical Expenses and/or Dependent Care Paid Family Leave Retirement Savings Plan with Employer Match Flexible Work Schedules (... 
    Retirement
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Flexible hours

    Lochner

    Monterey Park, CA
    3 days ago
  • $81 - $90 per hour

     ...world's biggest brands. Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to... 
    Retirement
    Hourly pay
    Weekly pay
    Temporary work
    Immediate start

    Skill Corp

    Culver City, CA
    1 day ago
  • $158.01k - $276.46k

     ...clients, conducting presentations, and adapting financial solutions to meet client needs. The role offers a base salary ranging from $158,010 to $276,460 USD plus a comprehensive benefits package, including retirement and health benefits. #J-18808-Ljbffr Northern Trust Corp
    Retirement

    Northern Trust Corp

    Los Angeles, CA
    1 day ago
  • A financial services company in Los Angeles is seeking an Institutional Retirement Plan Consultant. The ideal candidate will manage and consult on retirement plans, ensuring compliance with regulations and optimizing plan outcomes. Key qualifications include a Bachelor'... 
    Retirement

    Relation Insurance Inc

    Los Angeles, CA
    1 day ago
  • SmithGroup, Los Angeles, seeks a Senior Proposal Specialist to lead proposal coordination, messaging and pursuit strategies in a hybrid...  ...strong MS Office/InDesign skills. Benefits include flexible scheduling, PTO, holidays and retirement programs. #J-18808-Ljbffr SmithGroup
    Retirement
    Flexible hours

    SmithGroup

    Los Angeles, CA
    3 days ago
  • $112k - $164k

     ...capacity & material constraint escalations by leveraging scenario planning and ensuring collaboration between demand and supply...  ...Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid... 
    Retirement
    Permanent employment
    Temporary work
    H1b
    Local area
    Visa sponsorship
    Relocation package

    Eaton

    Los Angeles, CA
    20 hours ago
  • Capital Group seeks a Regional Retirement Plan Counselor to advance retirement plan growth within a defined North American territory. You will partner with RPCs, DRPCs, IRPCs and other stakeholders to deliver coordinated coverage to financial advisors, supporting plan sponsors... 
    Retirement

    Capital Group

    Los Angeles, CA
    2 days ago
  • $23 per hour

     ...catering or serving experience strongly preferred What We'll Hook You Up With ~ Competitive wages $23/hr ~401k Retirement Savings Plan with company match ~ Long-term opportunities for advancement within Fooda ~ Networking opportunities for work or career... 
    Retirement
    Full time
    Part time
    Work experience placement
    Work at office
    Local area

    Fooda

    Los Angeles, CA
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Retirement Plan Specialist. Be the first to apply!