Job description

The Capital Group

Retirement Plan Consultant

Our growing retirement plan advisory business has an opportunity for a detail-oriented team member with a minimum 3+ years’ experience in the retirement plan services and/or financial services industry. We are specifically looking for someone experienced in managing qualified and non-qualified plans. As our RIA department continues to grow, we seek a candidate to work with our retirement plans as the day to day contact. You will support the Retirement Plans Account Executive and manage plans directly as the point of contact for client service delivery. All applicants must display a positive and proactive attitude, strong organizational skills, exemplary customer service skills, and the ability to prioritize and multitask.
Job Details
Salary: $60,000.00 - $75,000.00 per year - Quarterly bonus opportunity
Job Type: Full-time EDUCATION/LICENSURE REQUIREMENTS
Bachelor’s degree in Business, Finance, or equivalent experience

Series 65 or 7 license (Investment Advisor Representative) or ability to obtain within 6 months
REQUIRED SKILLS/COMPETENCIES
Excellent interpersonal and presentation skills.

Ability to express complex concepts in a clear and concise manner.

Ability to build strong client relationships.

Strong quantitative and analytic skills.

Maintain effective working relationships with assigned clients

Schedule, prepare for and facilitate committee meetings and participant education delivered at client locations or virtually

Competent computing skills including working with the Microsoft Office suite (Excel, PowerPoint, Word), salesforce, and 3rd party recordkeeping systems

Participate in retirement plan strategy discussions with colleagues and industry partners to keep abreast of trends and changes

Ensure conformance with TCG guidelines and regulatory policies

In a timely manner, maintain and update CRM (salesforce) on existing customers

Manage projects, educate plan participants, act as vendor liaison and other duties as assigned

Help identify changing needs and develop strong customer relationships

Benefits:

401(k)

Dental insurance

Health Savings Account

Health insurance

Life insurance

Paid time off

Vision insurance

Schedule: Monday through Friday 8:30am – 5:00pm

Work Location: Bethesda, Maryland

Employer paid parking and fitness center

COVID-19 Considerations:

Ability to work remotely

Must wear face mask before entering office and building

Thermo Scan Unit (located at front desk) – Employee’s must scan temperature before entering the office

Work Authorization:

United States (Required)

Submit a cover letter and your qualifications telling us why you are the best person for this position.
Application Questions You have requested that Indeed ask candidates the following questions:

• How many years of retirement plan support experience do you have?
• How many years of working in either the Financial Advisory, Retirement Plan or Recordkeeping industry do you have?
• Are you able to work in Bethesda, MD 20817?
• Do you have the following license or certification: Series 6 and 63, 7, 66 (or 63 and 65)?

The Capital Group

www.capgroupfinancial.com

OFFICE: 301.214.7666

FAX 888.569.3027

ADDRESS 6720-B Rockledge Drive #400 I Bethesda. MD 20817

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Bachelor's (Preferred)

Experience:

• Financial Services: 3 years (Preferred)
• Retirement Planning: 3 years (Preferred)

Typical start time:

• 9AM

Typical end time:

• 5PM

Company's website:

• https://capgroupfinancial.com/

Benefit Conditions:

• Only full-time employees eligible

Work Remotely:

• Yes

COVID-19 Precaution(s):

• Remote interview process
• Personal protective equipment provided or required
• Temperature screenings
• Social distancing guidelines in place
• Virtual meetings
• Sanitizing, disinfecting, or cleaning procedures in place

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