Senior Retirement Plan Relationship Advisor
Ascensus
Ascensus is seeking a senior client relationship professional to serve elite advisor plan clients and their financial advisors. You will ensure exceptional service, coordinate with internal teams, and promote plan retention while identifying opportunities for expanded services. Ideal candidates have 5+ years in retirement plan administration, strong regulatory knowledge, and proven communication skills. A focus on compliance and client education is essential in this role. #J-18808-Ljbffr Ascensus
$189.29k - $331.2k
...and exceptional service. Sr Relationship Advisor The Sr Relationship Advisor is a senior client-facing professional... ...with investment banking wealth planning fiduciary and other specialists... ...comprehensive benefits package including retirement benefits (401k and pension)...SeniorRetirementFull timeH1bWork at officeWorldwideFlexible hours- Transamerica is expanding and seeking FINRA Licensed Advisors to join our team. Now interviewing for November 2nd and December 7th classes. The Retirement Plan Specialist role is fully remote and offers a base salary plus bonuses. You must hold FINRA Series 6, 63, and...RetirementRemote job
- Transamerica is expanding its team and recruiting FINRA licensed advisors for fully remote roles. The Retirement Plan Specialist will work with warm leads, build client relationships, and guide clients through retirement product options from home. Candidates must hold required...RetirementRemote job
- Transamerica Corporation in the United States is seeking an entry-level Internal Sales professional to support client engagement and retirement planning education. You will learn systems, explain product options, and assist the Advice Center sales team while progressing toward...RetirementRemote job
- At Capital Group in New York, as an Internal Retirement Plan Counselor, you will engage with clients to help them save for retirement while collaborating with financial advisors. Your role involves effective communication and problem-solving to promote American Funds and...Retirement
$80k - $120k
...Description Mutual of America Financial Group Job Title: Senior Retirement Plan Consultant Locations: Must reside within one of these... ...within an assigned territory by developing and expanding relationships directly with plan sponsors. This senior external sales...SeniorRetirement- ...wealth advisory firm seeking a Senior Wealth Planner. This... ...someone who enjoys hands-on planning for high-net-worth clients and... ...UHNW clients • Develop tax, retirement, estate, and wealth transfer... ...discussions alongside Financial Advisors • Coordinate with clients'...SeniorRetirementFull timeRemote work
- ...seeking an experienced Senior Wealth Planner to join... ...Estate and Wealth Planning group serving high-net... ...partner closely with Wealth Advisors and Portfolio Managers... ...analyses, including retirement cash flow modeling,... ...communication, presentation, and relationship-management skills...SeniorRetirement
$145k - $175k
...Job Description Senior Computational Biologist – Single-Cell Genomics & Machine Learning Location: New York City, NY (Hybrid)... ...Medical, dental, and vision insurance. ~401(k) and additional retirement benefits. ~ Paid parental leave. ~ Professional growth...SeniorRetirementFull time$105.6k - $199.48k
...Capgemini Invent - Program & Change Acceleration Senior ConsultantBridgewater, New York, Chicago,... ...insights into actionable adoption plans, KPIs, and corrective actions* Design and... ...healthcare coordination in Canada)* Retirement savings plans (e.g., 401(k) in the U.S.,...SeniorRetirementPermanent employmentFull timeLocal area$110k - $140k
...A leading financial solutions provider is seeking a Senior Sales Executive (Remote East Coast). The role involves business development... ...The position offers a base salary of $110k–$140k and various benefits including health coverage and a retirement plan. #J-18808-Ljbffr...SeniorRetirementRemote work- ...SUMMARY : The Senior Event Coordinator will work closely with... ...all aspects of event planning from venue scouting, equipment... ...management and assistance Nurture relationships with vendors, venues, and... ...Vision insurance 401(k) retirement plan Paid Time Off (PTO)...SeniorRetirementFull timeWork at officeRemote work
- ...supporting flexibility, family, wellbeing, development, financial planning and proper time away. Our employee-led groups help drive... ...off to care for your loved ones. Competitive salary and retirements plans (Pension/401k) to set you up for the future. An extended...SeniorRetirementFlexible hours
- ...role offers competitive compensation, performance incentives, and a comprehensive benefits package including healthcare, PTO, retirement plans, and professional development support. Ideal Candidates ~3–6 years of audit experience within a public accounting firm...SeniorRetirement
$120.74k - $203.84k
...Primary Responsibilities Provide planning, design and coordination support on projects and pursuits Engage in problem solving, teamwork... ...assistance, paid time away, parental leave, paid holidays, a retirement savings plan with employer match, referral bonus, and tuition...SeniorRetirementFull timeTemporary workFlexible hours- ...Senior Analyst - Anti-Money Laundering (AML) Hollywood, FL or Atlantic City, NJ – Hybrid Role Overview The Senior Analyst... ...platform provider for the iGaming industry. Benefits Health Insurance Retirement Planning Paid Time Off #J-18808-LjbffrSeniorRetirement
$70 per hour
...foundational AI lab to find experienced personal finance and consumer planning advisors who can help train their latest language model on... ...workflows: household cash-flow plans, goals-based financial plans, retirement drawdown models, debt payoff schedules, net-worth statements...RetirementImmediate startRemote workFlexible hours$90k - $120k
...all over the world. Job Description As a Senior Strategist at Gemic, you will hold a... ...contribute to successful projects and client relationships. Key Senior Strategist Responsibilities... ...Stipend - $750 USD annually Retirement Savings: 401k match of 50% of first 6%...SeniorRetirementWork at office2 days per week3 days per week$110k - $120k
...client is a leading real estate company seeking an experienced Senior IT Support Engineer to provide advanced technical support... ...Comprehensive benefits package, including medical, dental, vision, retirement benefits, paid time off, and annual bonus eligibility....SeniorRetirementHourly payRemote work$70k - $95k
...people look forward and plan for the best life... ...worldwide. Our insurance, retirement, and investment... ...Transamerica Financial Advisors, 2) Protection Solutions... ...ongoing warm leads, build relationships, and assist clients... ...and direction from more senior analysts. Job Description...RetirementRemote jobPermanent employmentWork from homeWorldwide- ...to transform public transportation through data-driven, efficient digital networks. Via seeks a Senior Benefits Specialist to oversee US and global health, welfare, retirement and wellness programs, ensuring regulatory compliance and an exceptional employee experience...SeniorRetirement
- ...Job Description Our client is seeking a Senior Financial Analyst – Pricing in New York... ...healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident... ...insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an...SeniorRetirementLocal areaFlexible hours
- ...respectful environment. The role requires compassionate communication, reliability, and ability to work Tuesday-Saturday on-site. We offer benefits including medical, dental, vision, PTO, and retirement plans; a supportive team #J-18808-Ljbffr Encore Community ServicesSeniorRetirement
$150k - $200k
...Senior Tax Planner (AI/Fintech)- $150,000 - 200,000 + Equity - Privately held AI-Native Fintech. - Backed by big-tech investment... ...and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits)....SeniorRetirementWork at officeLocal area- Responsible for operational oversight of retirement programs. Partners with vendors and teams to administer... .... Key Responsibilities: Lead retirement plan operations, compliance, and controls. Manage vendor relationships and cross-functional projects. Drive continuous...SeniorRetirementRemote job
- ...’re looking for a traditional financial planning company, look elsewhere. Our planning team... ...the following areas, among others: Retirement Planning: Advising on tax-efficient retirement... ...prepared by internal teams or external advisors. Accuracy and Compliance: Ensure...SeniorRetirementWork at officeLocal areaRelocationMonday to Friday
- ...Head of Total Rewards to define and execute a multi-year U.S. total rewards strategy spanning compensation, health and welfare, retirement, recognition, and governance in support of growth and employee experience. You will advise the Executive Leadership Team on executive...SeniorRetirement
- ...) or AML/KYC. Benefits 4 weeks paid vacation per year 100% company paid health, dental, vision, short term disability, and life insurance for employee Company sponsored retirement plan with company matching contributions Originally posted on Himalayas #J-18808-Ljbffr...SeniorRetirementTemporary workRemote work
$108.78k - $118.93k
...opportunity to join our team as a Senior Social Worker (Oncology) -... ..., counseling and discharge planning for post-acute needs for the... ...close professional relationships with civic and social organizations... ...a family, or saving for retirement. The support employees receive...SeniorRetirement$65k - $75k
...Senior Pastor – Full-Time Job Description We are seeking a shepherd... ...outreach initiatives Build relationships within the community... ...closely with church leadership in planning and decision-making... ...Benefits: Health Insurance Retirement About this Church CHURCH OVERVIEW...SeniorRetirementFull time
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