Monarch Plan Advisors · 6 days ago
401(k) Plan Enroller / Educator
Greater Los Angeles, CA
Part-time
Hybrid
Mid Level
$100/hr - $135/hrMonarch Plan Advisors is a Registered Investment Advisory firm focused on retirement plan consulting. They are seeking a part-time advisor to conduct education and enrollment meetings to assist employees in understanding their retirement plans.
ConsultingFinancial ServicesWealth Management
Responsibilities
Conduct education and enrollment meetings at client's workplace or virtually
Teach the value of the company's retirement plan to the company's staff
Handle questions that the employees have
Meet with the company's staff 1 on 1 if needed
Help with virtual enrollment/education meetings and participant calls
Qualification
Required
Must have experience holding retirement plan education and enrollment meetings
Must be open to traveling to meetings
Must be based in Greater Los Angeles or Ventura Area
Benefits
Travel expense would be paid from consultant's home to the meeting location
Company
Monarch Plan Advisors
Monarch Plan Advisors is an advisory firm that offers investment consulting services.
Founded in 2013
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase