Retirement Plan Consultant Job at Portfolio Placements and Resumes, LLC, Portfolio Outplacemen..., Tinton Falls, NJ

QTk4cHRnQ3gyYzlBc1hDUitCKzNHRG5zR2c9PQ==
  • Portfolio Placements and Resumes, LLC, Portfolio Outplacemen...
  • Tinton Falls, NJ

Job Description

RETIREMENT PLAN CONSULTANT CAN PAY UP TO $175,000 SALARY+BONUS+TERRIFIC BENEFITS

My client, located in Monmouth County New Jersey. In order to be considered you must LIVE in Central NJ within a 45 minute drive to Tinton Falls, exit 105 of the GSP. You must be a US Citizen. YOU MUST HAVE CURRENT OR REAL RECENT EXP. BEING A RETIREMENT PLAN SPECIALIST.

DUTIES: maintaining and growing relationship with retirement plan sponsors. Provide strategic guidance on retirement plans and ensures compliance with regulatory requirements. The relationship manager serves as the primary point of contact for clients, delivering high quality service and solutions tailored to the client’s retirement plan needs. Required to conduct regularly plan reviews and meetings to assess plan performance and address client needs. Plan oversight to ensure compliance with ERISA and DOL in addition to other regulatory requirements. Assist clients with plan audits, non-discrimination testing and understanding fiduciary responsibilities and best practices. Maintain a deep understanding of industry trends and competitor offerings to provide strategic guidance.

 

Designations that are a BIG+...AIF, CRPS, CPFA, CFP

Any referral is greatly appreciated.

Michael A. Weinstock

President

Portfolio Placements & Resumes, LLC

(908)-654-0109 land line

Job Tags

Similar Jobs

Penn State Health

Pharmacy Technician - Pharmacy Services Job at Penn State Health

 ...Spirit Medical Center Location: US:PA: Camp Hill Work Type: Full Time FTE:1.00 Shift: Night Night Shift Differential...  ...High School Diploma or equivalency required. Current Pharmacy Technician certification required WHY PENN STATE HEALTH?... 

Kickstart Accounting, Inc.

Multi-Client Bookkeeper (Remote) Job at Kickstart Accounting, Inc.

 ...Kickstart Accounting, Inc. We are dedicated to helpingbusiness owners understand their financials. We are seeking a full-time Bookkeeper who will collaborate closely with the Account Manager on client strategy, execution, and monthly reporting. As a Bookkeeper,... 

Core Talent

Bank Secrecy ACT / Anti Money Laundering (BSA/AML) Analyst Job at Core Talent

 ...business accounts. Assist in communication, investigation and dissemination of information concerning BSA regulatory requirements and AML policies. Conducts account research, review and monitoring. Responsible for mastering several computer applications used to research,... 

CalOpps

Police Officer Trainee (20233293) Job at CalOpps

Location 300 West Winton Avenue at Winton Hayward, 94544 Description Police Officer Trainees may be eligible to receive a hiring bonus of up to $10,000 disbursed in four equal phases: the first phase upon successful completion of the testing process and... 

Drury Hotels

Hotel Bar Manager Job at Drury Hotels

 ...Assistance Program Retirement - Company-matched 401(k) Work-life-balance Flexible scheduling, paid time off, hotel discounts, and free room nights WHAT YOU WILL DO As experts in hotel operations creating memorable guest experiences, Drury Hotels Companys...