401(k) Account Manager for Presidio Wealth Management in Midvale UT 
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401(k) Account Manager

Presidio Wealth Management

in Midvale UT

Presidio Wealth Management

Fast growing wealth management firm looking for a 401(k) Account Manager.

Responsibilities

* Manage the communication, relationships and servicing of existing retirement plan groups
* Organize retirement plan enrollment initiatives
* Prepare and present retirement plan workshops
* Provide day to day service, advice and recommendations to retirement plan participants
* Develop new client relationships through referrals and other opportunities

Qualifications

Series 7, 65 or 66 licensing preferred.  Spanish speaking preferred.  Salary based upon experience.

How to Apply

Please send an email to Kelly at kelly@presidiowealth.com

 

Visit our web site.


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