401(k) Investment Consultant - Remote

Remote within Texas
Sep 13, 2021
Oct 18, 2021
Job Type
Full Time

About the Role

Wholly owned by and in strategic partnership with one of the fastest-growing insurance brokerages in the industry. Top-rated team and more than 600 retirement plans and $12 billion under advisement, serving a broad range of clients – from start-ups to Fortune 500 companies, there are a lot of great reasons to look at this opportunity.

The Investment Consultant is responsible for producing and presenting investment reviews, vendor searches, and other investment-related issues for clients.

Duties & Responsibilities

  • Generates and presents investment reports for clients
  • Generates vendor search project reports
  • Discusses markets and fund performance with clients
  • Solicits feedback from key industry contacts to assist with improving client deliverable processes

Skills & Experience

  • Bachelor’s degree in Business, Finance, or similar field required
  • 10+ years of related investment consulting experience with either carrier or consulting firm
  • Securities license (Series 6 or 7 and 63) preferred
  • Experience with investment analysis
  • Excellent verbal and written communication and presentation skills
  • Excellent project management skills with a demonstrated ability to multi-task

Compensation, Benefits, & Perks

$100k base salary. Comprehensive, high-quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package.