CPS, Inc. · 1 week ago
Retirement Plan Consultant / 401k Advisor
Morristown, NJ
Full-time
Onsite
Mid, Senior Level
$75K/yr - $125K/yr
5+ years expCPS, Inc. is seeking a Retirement Plan Consultant / 401k Advisor to work closely with plan sponsors of clients. The role involves analyzing investments, conducting fiduciary reviews, consulting on plan design, and addressing various client service needs.
Recruiting
Hiring Manager
Matt Ehley
Responsibilities
Provide client service to ensure an outstanding experience for all retirement plan clients
Implement and monitor client plans for proper investments, plan strategy, and providing portfolio recommendations
Responding to plan sponsor and plan participant questions and requests
Explain failed compliance testing and other plan provisions needed to the plan sponsor
Responsible for client meeting preparation, meeting notes, and client follow-up
Responsible for quarterly investment reviews for retirement plans
Qualification
Required
Bachelor's Degree
Must be able to commute into the office
5 years or more of related experience working with a TPA, Recordkeeper or financial services firm
Experience with retirement plan client service
Experience interacting with clients
Understanding of basic investment concepts
Proficient in PowerPoint and Excel
Clean FINRA Series 65
Company
CPS, Inc.
CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Clark
Partner
Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
Recent News
GlobalFinTechSeries
2023-07-05
Company data provided by crunchbase