Retirement Plans Client Advocate
$64.7k - $120.4kDormont Manufacturing Co
Dormont Manufacturing Co in San Diego, California is seeking a Client Manager to oversee client relationships and provide expert advice in retirement planning. The candidate will be responsible for retention and development of business within assigned accounts, and a strong understanding of retirement plans is essential. This role requires solid analytical and communication skills, as well as a bachelor's degree. A competitive salary range of $64,700 to $120,400 is offered, along with a comprehensive benefits package. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Retirement Plans Client Advocate in San Diego, CA vacancy
- ...Attendant-Caregivers provide non-medical service and assistance to a client in their home and communities, who, because of advanced age or... ...that the client self-administers, housekeeping, meal planning and preparation, laundry, transportation, correspondence, making...SuggestedWeekly payFlexible hours
- ...Diego, California is seeking a dedicated Tax Advocate Specialist to manage bookkeeping and advocate for clients’ financial interests. This role is essential for... ...various benefits including health care, retirement plan, and paid time off. #J-18808-Ljbffr Eaker Perez...Retirement
$22 - $28.6 per hour
...removes barriers and connects clients to essential resources.... ...monitor individualized case plans focused on housing stability,... ...sufficiency Coordinate referrals and advocate for access to housing,... ...dental, and vision coverage, retirement plan options, paid time off,...RetirementHourly payPermanent employmentFull timeTemporary workInternshipMonday to Friday- ...Compensation and Benefits Senior Attorney in San Diego, CA. The ideal candidate will have extensive experience advising on tax-qualified retirement plans and health and welfare plans, including ERISA compliance and related regulatory matters. Duties Advise on tax-qualified...RetirementFlexible hours
BCG Attorney Search
San Diego, CA1 day ago - ...individual for a career in insurance and financial services. Responsibilities include establishing customer relationships, educating clients about insurance options, and developing leads for appropriate products and services. The ideal candidate possesses excellent...SuggestedFlexible hours
$190k - $265k
...Trust & Estate Planning Attorney $190000 - $265000 per year | San Diego, CA | On-Site | Permanent Partner Track | Unlimited PTO | Profit... ...us: We are a full‑service San Diego law practice representing clients across litigation, business transactions and related legal matters...Permanent employmentTemporary workLocal areaFlexible hoursAustralia-Employment
San Diego, CA5 days ago- ...Job Overview A law firm seeks an Estate Planning Attorney in San Diego, CA. The ideal candidate is experienced, empathetic, organized,... ...administration, and probate, leveraging technology and exceptional client service. Duties Conduct initial consultations with clients....
BCG Attorney Search
San Diego, CA2 days ago $390k
Cooley LLP is seeking a skilled attorney in San Diego with at least 6 years of experience in tax-qualified retirement plans and health and welfare plans. The role demands expertise in ERISA compliance and benefit plan issues in M&A transactions. Compensation starts at...Retirement- ...achievement of performance goals and targets. About This Job Assists clients with inquiries and concerns via phone, email, or chat.... ...) HSA or FSA account and other voluntary benefits 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan Employee...RetirementWork at officeLocal area
Dormont Manufacturing Company
San Diego, CA4 days ago $25.28 - $35.17 per hour
...Description: Job Title: Pro Bono Team Advocate (CARE Court Clinic)... ...communities by redressing our clients’ legal problems, empowering... ...dependents under LASSD health plan, as well as dental, vision, and... ...to participate in a 403(b)-retirement plan and dependent and health...RetirementHourly payFull timeWork at officeRemote workFlexible hours$390k
...Description Senior Compensation & Benefits Attorney (Qualified Plans) Boston, MA | Chicago, IL | Washington, D.C. | Los... ...benefits attorney with significant expertise advising clients on tax-qualified retirement plans, health and welfare plans, ERISA compliance, and employee...RetirementWork at officeFlexible hours$300k
Jobot, based in California, is seeking legal professionals to advise high net worth clients on estate planning and tax strategies. The role involves drafting wills, trusts, and powers of attorney, and supporting business succession planning. Ideal candidates will have...Remote job- Job Overview A law firm seeks a Client Intake and Assessment Attorney to join its Business Real Estate team in San Diego, CA. The ideal... ...Medical, dental, vision, life, and disability insurance. 401(k) plan. Paid vacation and sick time. #J-18808-Ljbffr BCG Attorney Search
- ...coordinate services and assure appropriate level of care for clients. Navigate and advocate within the behavioral health system of care on behalf of... ...with a multi‑disciplinary team to develop case plans, providing linkage to care based on individual needs, preferences...Temporary workLocal areaTrial periodRelocation packageMonday to Friday
Optum
San Diego, CA1 day ago - ...Injury Attorney plays a crucial role in advocating for our clients who have suffered injuries due to the... ...in case development and litigation planning. Confidence in negotiation skills... .... ~ Paid parental leave. ~401(k) retirement plan. DISCLAIMER: This is not...RetirementTemporary workWork at office
Reciprocity Industries
San Diego, CA12 hours ago - Australia-Employment is seeking a Trust & Estate Planning Attorney in San Diego, CA. This role involves advising clients on estate planning, trust administration, and wealth transfer planning. The ideal candidate will have a Juris Doctor degree and active California Bar...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...assisting the Advisors with ongoing wealth planning for clients and referral source... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition...Retirement
- ...negotiation skills while working on meaningful cases. Duties Represent clients in personal injury cases, including motor vehicle accidents... .... Vacation, sick, and floating holidays. Employee assistance program. Paid parental leave. 401(k) retirement plan. #J-18808-Ljbffr...RetirementWork at office
BCG Attorney Search
San Diego, CA4 days ago - ...interact with both opposing counsel and clients. This position is given an assigned paralegal... ...client and case management. Benefits Retirement matching Paid downtown parking Monthly/yearly... ...benefits are available as part of the employee compensation plan #J-18808-Ljbffr...RetirementWork at officeWork from home
Butler Law LLC
San Diego, CA2 days ago $160k - $200k
...areas. This role offers substantial responsibility, meaningful client exposure, and the opportunity to develop a versatile... ...Comprehensive health, dental, and vision insurance 401(k) retirement plan with firm contribution Generous paid time off and paid holidays...RetirementOngoing contractContract workWork at officeLocal areaCybercoders
La Jolla, CA13 days ago- ..., the Staff Attorney assists low-income clients living with HIV/AIDS with a variety of legal... ...Security disability hearings, estate planning, and disability discrimination in... ...available.* Life insurance coverage.* 401K retirement plan with employer match after 6 months...RetirementFull timeWork at officeMonday to FridayAfternoon shift2 days per week3 days per week
San Diego Volunteer Lawyer Program
San Diego, CA5 days ago - ...motivated and experienced Customer Experience Advocate to join our Cymbiotika team! As a... ...Exceptional interpersonal skills and a client-centered approach. Great organizational... ..., and vision coverage with employer-paid plan options, 401(k) with company match, paid...Work at officeRemote workWork from homeFlexible hours
$40.5k - $67.5k
...PNC Financial Services Group, Inc. is hiring a Client Experience Associate in San Diego, CA. This role focuses on enhancing customer... ...67,500, along with comprehensive benefits including medical, retirement plans, and paid time off. Join us in delivering exceptional...RetirementPNC Financial Services Group
San Diego, CA1 day ago- ...corporate transactions, drafting agreements, and providing employment law advice to diverse clients from emerging growth companies to Fortune 500 firms. Benefits include comprehensive medical insurance and a 401(k) retirement plan. #J-18808-Ljbffr BCG Attorney SearchRetirement
- ...will focus on matters related to Estate Planning and Administration, Conservatorships, Special... ...· Communicate with clients to identify legal needs and concerns ·... ...Benefits : · Retirement Savings Program ·...RetirementFull timeWork at office
Battaglia & DeKoning
San Diego, CA5 days ago - ...matters. Responsibilities Communicate effectively with partners, clients, and staff. Produce timely and accurate deliverables. Analyze... ...and client management skills. Benefits Medical, dental, and vision insurance. 401(k) retirement plan. #J-18808-Ljbffr BCG Attorney SearchRetirement
$165k - $235k
...greater ownership of matters, increased autonomy, and meaningful client exposure within a collaborative, high-performing environment.... .... Benefits Medical insurance Vision insurance 401(k) retirement plan (featuring a 3% safe harbor contribution) Paid holidays annually...RetirementWork at officeRemote work- ...environment where attorneys can focus on what they do best: advocating for clients and achieving excellent results while enjoying the... ...mutual respect BENEFITS ~ Health insurance ~401(k) retirement plan with employer match ~ Two weeks paid vacation and one week...RetirementWork at officeRemote workRelocation package2 days per week
Law Office Of Jeffrey P Mach Apc
San Diego, CA5 days ago $65k - $75k
...? Can you anticipate next steps? We’re looking for a Registered Client Associate to: keep management systems up-to-date with client information... ...documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide...Full timeWork at officeFlexible hoursUBS
San Diego, CA1 day ago- ...seminars and webinars. The firm develops lasting relationships with clients through superior legal services at significant value, and has... ...Coverage (Employee and MSA share in cost of coverage): ~ Retirement Plans: 401(k) with 10% ER match starting at one year of employment...RetirementFull timeCasual workWork at officeLocal areaRemote workFlexible hours
Michael Sullivan & Associates
San Diego, CA15 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Plans Client Advocate. Be the first to apply!
Related searches
- advocate San Diego, CA
- customer experience advocate San Diego, CA
- family advocate San Diego, CA
- customer success advocate San Diego, CA
- customer service advocate San Diego, CA
- housing advocate San Diego, CA
- customer care advocate San Diego, CA
- provider relations advocate San Diego, CA
- health advocate San Diego, CA
- domestic violence advocate San Diego, CA