401(k) Investment Consultant - Remote
- Employer
- Capstone Search Group
- Location
- Remote within Texas
- Salary
- $100k
- Closing date
- Oct 18, 2021
View more
- Category
- Broker / Agent, Financial Services
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
Job Details
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.
Company
Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm).
- Website
- http://www.csgrecruiting.com/
- Telephone
- 5152165457
- Location
-
10647 Justin Drive
Urbandale
IA
50322
US
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