Wealthspire: Provides integrated wealth management and financial advisory services.
5+ YOEManage 30–50 retirement plan client relationships; 5+ years retirement plan experience; Series 65 required; strong plan design, compliance, and investment knowledge; Microsoft Office/CRM/MS Teams/Zoom proficiency; excellent communication.
Arizona or Florida or Georgia or Idaho or Kansas or Louisiana or Michigan or Minnesota or North Carolina or Nebraska or Texas or Utah or Virginia or Missouri or Oklahoma or Salt Lake City or American Fork or Ogden or Provo
$24/hrRemoteFull Time
Guidant Financial: Provides small business funding and retirement plan administration services.
Ability to administer and report on 401(k) plans, review client documents, reconcile plan information, prepare Form 5500 filings, strong communication, Excel and Microsoft Office proficiency, pass background check.
Microsoft Excel, Microsoft Word, Microsoft Outlook
AonNYSE: AON: Global professional services firm providing risk and people solutions.
5+ YOE5+ years retirement plan experience, Series 65 required, Life & Health licenses recommended, proficiency with Microsoft Office, CRM, and virtual meeting tools; strong plan design, compliance, and client service skills.
Microsoft Office Suite, CRM systems, Microsoft Teams, Zoom
Hartford or Windsor or Connecticut or Minnesota or Georgia or Massachusetts
$51k-$84k/yrHybridFull Time
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
3+ YOE3+ years defined contribution administration or similar; customer service experience; proficiency with Excel, Word, Outlook; knowledge of Omni record-keeping systems preferred; Bachelor's in Business Administration preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Omni
Farmers Home Furniture: Retailer of home furniture, appliances, and electronics.
2+ YOEAssociate’s degree in Business Administration or related; 2 years in customer service, data entry, or service environment; or equivalent experience.
Open Hand Atlanta: Provides medically-tailored meals and nutrition education to neighbors.
Ability to pick and pack meal boxes in refrigerated/freezer environments, lift 30+ lbs, read small print, basic math/reading skills; high school/GED preferred; warehouse/cold experience preferred.
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
0+ YOE0–2 years B2B sales experience preferred, outbound cold-calling, territory management, strong communication and relationship skills, strategic thinking, valid driver’s license, obtain FINRA Series 6, 63 and SIE within 180 days.
North American Dental Group: Manages and provides administrative support for dental practices.
1+ YOE1 year dental experience, strong multitasking and customer-service skills, scheduling and insurance verification experience, Microsoft Office and dental software proficiency.
Microsoft Office, Microsoft Excel, dental software
Birmingham or Houston or Memphis or Atlanta or Florida
OnsiteFull Time
TrustmarkNASDAQ: TRMK: Provides retail and commercial banking, wealth, and insurance services.
7+ YOE1+ MgmtLeadership in qualified retirement plan sales/administration, ERISA knowledge, team management, strategic growth, and client relationship skills.
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah
RemoteFull Time
Benetrends Financial: Provides funding and retirement solutions for entrepreneurs and franchises.
Experience in 401(k) plan administration and compliance, working knowledge of IRS/ERISA, strong client service and analytical skills, proficiency in Microsoft Excel/Word/Outlook; ASPPA credentials preferred.
Pension Pro, Microsoft Excel, Microsoft Word, Microsoft Outlook
Strongpoint Partners: Provides tech-enabled retirement plan administration and payroll services.
5+ YOEMinimum 5 years full-cycle retirement plan administration experience, MEP/PEP and ASPPA QKA preferred, strong analytical, client management, and project skills; ability to work independently in a remote environment across ET/CT time zones.
Arlington or Atlanta or Boston or Chicago or Irving or Minneapolis or San Diego or Washington
$150k-$188k/yrHybridFull Time
ECG Management Consultants: Provides strategic and operational management consulting to healthcare organizations.
6+ YOEMBA required,6+ years in health plan consulting or payer strategy,ability to lead complex projects,analyze claims and utilization data,and develop client-ready deliverables;comfortable with presentations to executives and travel as needed.
Aprio: Provides business advisory, accounting, and tax services globally.
5+ YOEBachelor's degree, C(k)P designation (or willing to obtain within a year), Series 65 required (or to be obtained within 120 days), 5+ years retirement plan services experience, advanced Excel and retirement software knowledge.
Microsoft Excel, Microsoft Office, Fi360, Plan Comparator
Nonqualified Deferred Compensation - Plan Consultant
Alpharetta or Harrison or Sandy
$115k-$185k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
5+ YOE5+ years of financial services experience with NQDC/COLI expertise; strong consultative, communication, project management skills; Insurance and Annuities and FINRA licensing required; proficiency with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Atlanta or Boston or Chicago or Dallas or New York City or Toronto or Washington
$212k-$235k/yrOnsiteFull Time
Kearney: Global management consulting firm providing strategic and operational advice.
8+ YOEMBA preferred; 8+ years of professional experience and management consulting experience required. Requires planning expertise, analytical skills, proposal and pitch experience, team leadership, and planning technology implementation.
Henry County: Providing public services and safety to Henry County residents.
7+ YOEBachelor's degree in a related field and seven years related experience in permitting/plan review/inspections including supervisory experience; must hold Georgia driver's license, Certified Building Official designation, and ICC certifications; proficiency with Microsoft Word, Excel, and PowerPoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Technical College System of Georgia: Provides technical education and workforce development across Georgia.
4+ YOEHigh school diploma/GED plus 4 years job-related experience (or 2 years equivalent); ability to review corrective action plans, conduct onsite compliance reviews, document findings, enter data, and travel statewide.
Georgia or Florida or Tennessee or South Carolina or Alabama
$135k-$150k/yrRemoteFull Time
Vatica Health: Provides software for healthcare risk and quality management.
5+ YOE5+ years senior sales experience selling to health plans, proven track record exceeding quota, Bachelor’s required (advanced degree preferred), expertise in value-based care, contract negotiation, C-level selling, ability to travel 50-75%.