Retirement Plan Client Account Manager
in Troy MI
Work with an RIA that ranked on FT's Top 300 Financial Advisors list.
Communicate with Qualified Retirement Plan sponsors daily and help them with new plan onboarding and administration. Help plan sponsors with year end reporting; train plan
sponsors on how to process contributions and how to use website; process contributions based on eligibility, contributions, and vesting; track plan performance.
Have or obtain within one year of hire your FINRA 65 (you will eventually talk with plan
sponsors about investments after you are licensed).
Desire to learn in a growing, dynamic company that puts client service first.
This is an in-office position, not telecommute.
How to Apply
Please send resume to email@example.com
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It expires on 8/10/2019.