Retirement Plan Consultant Job at Gordon Asset Management, LLC, Durham, NC

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  • Gordon Asset Management, LLC
  • Durham, NC

Job Description

Retirement Plan Consultant Location Hybrid remote in Durham, NC :

About us

We are professional, agile and innovative.

Our work environment includes:

  • Modern office setting
  • Food provided three days a week
  • Work-from-home day

```Duties:- Provide retirement plan fiduciary services to business clients, including plan committee reporting preparation, and participant support services .- Maintain client relationships through regular communication and meetings.- Analyze plan design alternatives and develop custom strategies to help business clients achieve their financial goals.- Monitor and manage clients' core 401(k) menu, making adjustments as needed.- Stay up-to-date on industry trends, regulations, and best practices in retirement plan consulting.- Collaborate with other professionals, such as attorneys and accountants, to provide holistic plan services in plan design and plan audit support.

Requirements:- Bachelor's degree in finance, economics, or a related field.- Certified Plan Fiduciary Advisor (CPFA) designation preferred.- Proven experience in financial services.- Proficiency in customer relationship management (CRM) software.- retirement plan industry experience whether record keeping, TPA or wholesale financial intermediary- Excellent communication and interpersonal skills.- Ability to work independently and manage multiple client relationships simultaneously.```

Job Type: Full-time

Pay: $66,000.00 - $1,200,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Financial planning services
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Retirement plan

Compensation package:

  • Bonus opportunities
  • Profit sharing

Weekly schedule:

  • Monday to Friday

Work setting:

  • Hybrid work
  • Office

Ability to Relocate:

  • Durham, NC 27703: Relocate before starting work (Required)

Work Location: Hybrid remote in Durham, NC 27703

Job Tags

Full time, Remote job, Relocation, 3 days per week, Monday to Friday,

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