Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

DB/DC Administrator

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Retirement Plan Administrator

Hessel & Associates, LLC
(Remote / IL)

Hessel & Associates, LLC logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Rancho Cordova CA / Corona CA)

Nicholas Pension Consultants logo

Project Coordinator/New Business Implementation Team

The Retirement Plan Company (TRPC)/an ABG firm
(Remote)

The Retirement Plan Company (TRPC)/an ABG firm logo

Internal Accounting Specialist

July Business Services
(Remote)

July Business Services logo

Compliance Analyst - Defined Contribution Plans

M2B Retirement Consulting LLC
(Remote / PA)

M2B Retirement Consulting LLC logo

Fund Reconciliation and Reorg Analyst

Ubiquity Retirement + Savings
(Remote / San Francisco CA)

Ubiquity Retirement + Savings logo

Assistant Director of Pension Administration

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Head of Sales-Retirement Plans

The Standard
(Remote / Portland OR)

The Standard logo

Inquisitive DC Account Manager

Nova 401(k) Associates
(Remote / Houston TX / Scottsdale AZ)

Nova 401(k) Associates logo

Retirement Plan Administrator

Retirement Solutions Specialists, LLC
(Remote / Jacksonville FL)

Retirement Solutions Specialists, LLC logo

Enrolled Actuary - Pensions

Robin S. Weingast & Associates
(Remote / Garden City NY / CT / NJ)

Robin S. Weingast & Associates logo

Director- Employee Health Plan

Indiana University Health
(Indianapolis IN)

Indiana University Health logo

401(k) Plan Analyst

Evergreen Retirement Plan Consulting, LLC
(Remote)

Evergreen Retirement Plan Consulting, LLC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Financial Analyst

CBIZ

in Memphis TN

Logo for CBIZ

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ has been honored to be the recipient of several national recognitions:

  • 2022 Top Workplaces USA
  • 2022 Great Place to Work Certification
  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). 

Essential Functions and Primary Duties:

With training, the following responsibilities should be attainable within the first 6-12 months: 

  • Timely and accurately complete monthly and quarterly client performance reports
  • Assist in developing and recommending investment portfolios
  • Assist with in-depth portfolio analysis regarding asset allocation, product selection, and strategic implementation
  • Coordinates with client, custodian and investment manager on rebalancing
  • Assists consultant in preparing asset allocation recommendations to clients based upon risk tolerance, actuarial assumption, spending policy, and desired goals
  • Models various asset allocation portfolios for review
  • Researches and responds to client questions
  • Assist the relationship consultant in all areas of client service and meeting preparation
  • Communicate with investment managers regarding performance of the strategy
  • Additional responsibilities as assigned

Preferred Qualifications:

  • Bachelor's degree in Finance, Economics, or Accounting 

Minimum Qualifications:

  • High School Diploma or GED  
  • Zero to two years of professional, DB investment management experience
  • Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
  • Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
  • Proficient use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly 
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
  • Ability to travel as necessary

How to Apply

Please apply directly using the link below, or email sgaither@cbiz.com

Apply Now


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2022 BenefitsLink.com, Inc.