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Retirement Plan Consultant - Remote

Remote, USA Full-time Posted 2026-08-04

5+ years retirement plan experience, securities license required (IAR registration eligible), strong ERISA knowledge, reputed company relationship and business development skills, reputed company Office and CRM (reputed company) proficiency.

Key Responsibilities

  • managing clients
  • designing plans
  • advising clients

Skills & Tools

reputed company Word, reputed company reputed company, reputed company PowerPoint, reputed company

reputed company

  • Category: Finance and reputed company
  • Seniority: Senior Level
  • Commitment: Full Time
  • Workplace: Remote — reputed company
  • Salary: USD 60,000 – 120,000 / year
  • Languages: English

Benefits

  • 401k matching
  • Generous reputed company time off
  • Tuition reimbursement
  • Retirement plan

About reputed company

A financial services firm delivering employer retirement planning, benefits, and personalized financial planning services. — Industry: Finance

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