Retirement Plan Specialist

Northwestern Mutual; City of Binghamton (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Binghamton, NY is seeking a Talent Acquisition Specialist to support their growth in wealth management and planning. The role involves conducting reviews, delivering education plans, and working with a team to support clients' complex wealth needs. Candidates should be certified and skilled in communication, analysis, and organization. This full-time position offers an opportunity to grow within a mission-driven environment.

Qualifications

• Previous Qualified Retirement Plan experience preferred.
• Strong analytical and organizational skills for multitasking.
• Committed to continuing education in wealth management.

Responsibilities

• Conduct plan level reviews and recommendations.
• Deliver group education plans to employees.
• Meet participants to discuss financial matters.

Skills

Interpersonal skills

Analytical skills

Organizational skills

Microsoft Excel

Written communication

Verbal communication

Technologically savvy

Relationship building

Education

Securities Licenses (SIE / Series 7 / Series 63)

New York State Life Accident and Health Insurance License

Job description

Talent Acquisition Specialist@ Northwestern Mutual

Job purpose

This position is key to Feehan Financial Services operation and growth. It will be a multifaceted role, where the guiding principle will be to help make our firm the most efficient and effective Wealth Management & Planning firm in the country. Reporting directly to the Retirement Plan Specialist, the Retirement Plan Associate Advisor (RPAA) with the appropriate licensing, registration and product qualification exams may act on behalf of Feehan Financial Services to prospect, prepare materials, maintain and service (including conducting annual reviews) existing Retirement Plan relationships.

This role will require interfacing with our team at FFS, our clients, retirement plan vendor partners, and advisors in multiple fields, among others. Our unique planning process and philosophy at FFS is designed to help our clients meet the complex needs of managing family and business wealth. The RPAA must be organized and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented.

The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. This person will be responsible for:

• Plan level reviews and recommendations with plan sponsors and/or plan committees.
• Delivering a group education plan to our employee populations.
• Meeting with participants on an individual basis to discuss financial matters.
• Maintaining a customized fiduciary investment service.
• Preparing meeting materials for all Retirement Plan related meetings.

Qualifications

• Previous Qualified Retirement Plan experience preferred.
• Successful candidate would be expected to obtain the following Securities Licenses within the first year of employment: SIE / Series 7 / Series 63.
• Candidate would also be expected to obtain the New York State Life Accident and Health Insurance Licensing within six months of completing the Securities Licensing requirements.
• Strong analytical and organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.
• Strong Microsoft Excel skills, with strong written and verbal communication skills; technologically savvy.
• Very strong interpersonal skills and a positive outlook with the ability to build relationships with clients, team members and external partners.
• Committed to continuing education and pursuing additional designations, licenses or degrees that enhance knowledge in the wealth management or planning fields – the following designations are desired: CFS, CFP, CLU or CEBS.
• Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Customer Service, Finance, and Consulting

Industries

• Business Consulting and Services

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