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401(k) Investment Consultant - Remote

Employer
Capstone Search Group
Location
Remote within Texas
Salary
$100k
Closing date
Oct 18, 2021

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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).

Company info
Website
Telephone
5152165457
Location
10647 Justin Drive
Urbandale
IA
50322
US

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