Retirement Plan Associate

Financial Services Consultant

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

OneDigital Opportunity

OneDigital is looking for a knowledgeable and experienced individual within the employee benefits and/or retirement plan industry to join its award-winning, and dedicated team. This role provides tailored services to its clients and specializes in both the corporate and not-for-profit sectors.

Essential Duties and Responsibilities

Include but are not limited to:

• Assist consulting and investment teams with general investment research and prepare client materials
• Assist in the investment monitoring and selection process
• Attend and participate in client committee meetings (as requested)
• Gather plan and participant level data
• Develop and draft proposals and responses to RFPs
• Conduct investment and plan research to draft materials for client presentations
• Assist in drafting of RFP analysis
• Coordination and preparation vendor and client meetings
• Perform data analysis and create necessary reports
• Plan design and fee benchmarking tools

Qualifications, Skills and Requirements

Include:

• Investment training or work experiences within the retirement plan industry
• High level of proficiency skills in Excel, Word and PowerPoint
• Strong ethical character and moral compass
• Team-oriented
• Well-organized and can work independently
• Strong interpersonal skills, organizational skills and ability to multitask
• Strong oral and written skills

Education, Training and Experience

Include:

• B.S./B.A. in Finance, Math, or Economics

The typical base pay range for this role nationwide is $55,000 to $60,000 per year.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!