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CPS, Inc. · 1 week ago

Retirement Plan Consultant / 401k Advisor

Morristown, NJ

Full-time

Onsite

Mid, Senior Level

$75K/yr - $125K/yr

5+ years exp

CPS, Inc. is seeking a Retirement Plan Consultant / 401k Advisor who will work closely with plan sponsors of clients. The role involves providing client service, implementing and monitoring client plans, and ensuring compliance with retirement plan provisions.

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

Retirement plan client serviceTPA/RecordkeeperInvestment conceptsFINRA Series 65Proficient in PowerPointProficient in ExcelBachelor's DegreeClient interaction skills