Senior Retirement Plan Consultant — On-Site Seattle Area

Hunnex & Shoemaker; Phoenix (AZ); On-site; USD 75,000 - 95,000; Full time

Job summary

A family-owned retirement planning firm is seeking a Senior Consultant in Phoenix, Arizona. The role involves providing strategic retirement plan consulting and administration services, designing tailored retirement plans, and conducting compliance reviews. Candidates should have strong analytical and communication skills, a bachelor's degree in Finance or a related field, and proficiency in retirement plan design and administration. This full-time position requires building and maintaining strong client relationships while staying updated on financial regulations.

Qualifications

• Proficiency in Retirement Plan Design, Plan Administration, and Compliance Management.
• Strong Analytical Skills, Report Preparation, and Data Analysis Expertise.
• Exceptional Communication, Client Relationship Building, and Presentation Skills.

Responsibilities

• Provide strategic retirement plan consulting and administration services.
• Design and manage tailored retirement plans.
• Conduct compliance reviews and prepare reports.

Skills

Retirement Plan Design

Plan Administration

Compliance Management

Analytical Skills

Report Preparation

Data Analysis

Communication Skills

Client Relationship Building

Presentation Skills

Education

Bachelor’s degree in Finance, Business Administration, or a related field

Tools

Retirement plan systems and related software

Job description

A family-owned retirement planning firm is seeking a Senior Consultant in Phoenix, Arizona. The role involves providing strategic retirement plan consulting and administration services, designing tailored retirement plans, and conducting compliance reviews. Candidates should have strong analytical and communication skills, a bachelor's degree in Finance or a related field, and proficiency in retirement plan design and administration. This full-time position requires building and maintaining strong client relationships while staying updated on financial regulations.