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Retirement Plan Specialist

Strategic Wealth Design

in Las Vegas NV

Logo for Strategic Wealth Design

Strategic Wealth Design is a full-service financial firm located in Las Vegas, NV. We were founded for one purpose: To enrich the lives of people we touch by helping them create financial freedom and security. Just as we plan for our clients as if they are our family, we also consider our team like a family. We are a small firm on a solid growth trajectory looking for a Retirement Plan Specialist to join our team.

If you've been looking for a position where you are treated with respect, can have a direct influence on processes and procedures, are encouraged to improve yourself personally and professionally, and aren't "just a number," this is it.

Job Summary

The Retirement Plans Specialist will have the responsibility for servicing the firm’s retirement plan clients and work in a team-based environment to maintain strong relationships with the firm’s clients and vendors.

Benefits

  • Flexible work schedule and partial remote working opportunities available after the training period
  • PTO, paid holidays, and floating holidays
  • Dental and Vision

Essential Duties and Responsibilities

  • Consult with the firm’s retirement plan clients on a quarterly, semi-annual, or annual basis.
  • Conduct employee education sessions on retirement plans and a variety of financial wellness topics.
  • Field questions from employees and communicate effectively to answer their questions.
  • Provide support during the sales process for new retirement plan clients.
  • Assist in onboarding new clients to the firm.
  • Introduce participants to the Wealth Management Division for other services offered by the firm.
  • Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients.
  • Research suggested solutions to support recommendations.
  • Promote the organization by developing relationships within the industry and community.
  • Ensure all business conducted complies with the laws and regulations set forth as well as ensure policies/procedures are followed in a responsible manner.
  • Participate in ongoing professional development to meet requirements and personal development goals.

Education/Experience

  • Bachelor’s degree from a four-year college or university preferred
  • Customer Service experience required
  • 1-3 years of retirement plan experience required

Certificates and Licenses

  • Series 65 license required. However, a strong candidate with the ability to obtain the required license within 90 days will be considered.

Must be legally authorized to work in the United States

How to Apply

If you're interested in learning more about the position and being a part of our team, please send your resume and any salary requirements to Laura Ogle at logle@strategicwd.com.


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