Retirement Counselor
Company: Fisher Investments
Location: Grand Prairie
Posted on: May 9, 2022
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Job Description:
Are you ready to take-off in your career and help employees
prepare for their retirement? Come be a part of something new and
help Fisher Investments take our investment expertise into the
401(k) marketplace. In 2012, Fisher Investments launched our 401(k)
Solutions division, working with small and mid-sized companies to
provide customized 401(k) retirement options. Join our firm as a
Retirement Counselor, and use your experience working with 401(k)
plans to take your career to the next level! The Opportunity:
Fisher Investments 401(k) Solutions is a 3(38) Fiduciary.
Retirement Counselors play a pivotal role by building relationships
with Plan Sponsors (C-Level Executives) and empowering plan
participants to reach their retirement goals through education. Our
specialized structure separates sales from service, allowing
Retirement Counselors to remain committed to helping our clients
instead of selling products. A team effort is what makes the 401(k)
Solutions group unique, Retirement Counselors work with our
Operation Specialists who provide hands-on support to Plan
Participants. You will report to your group manager whose
experience in the role will assist you in navigating client
relationships and provide personalized career development. Come be
a part of this expanding group helping better the investment
universe. The Day-To-Day: With our specialized business model,
Retirement Counselors are partnering with 401(k) Sales, Service,
and Operational Specialists as supporting teams. The main
priorities of Retirement Counselor are to: Work with Plan Sponsors
(C-Level Executives) and Plan Administrators by serving as their
primary contact Help oversee the navigation of the retirement plan
conversion process from start to finish Present to groups of Plan
Participants, and educate them on their 401(k) Plan offerings while
guiding them to saving for retirement Conduct annual plan
performance reviews on design enhancements, including ways to
improve plan participation and increase employee contributions Be
the liaison to each plan's record-keeper and third-party
administrator Prepare for regulatory audits and ensure client
servicing guidelines are met Your Qualifications: Bachelor degree
and 4+ years of working in the retirement space Series 65 ( we will
help you obtain upon starting) Experience in the complex retirement
plan landscape, including the intricacies of ERISA, DOL, and IRS
rules and regulations A background in managing complexity and
providing unparalleled client service Willingness to travel -40%
and present to large groups with varying levels of investment
knowledge Why Fisher Investments: At Fisher Investments, we work
for a bigger purpose: bettering the investment universe. From
unmatched service to unique perspectives on investing, it's the
people that make the Fisher purpose possible. And we invest in them
by offering exceptional benefits like: 100% paid medical, dental
and vision premiums for you and your qualifying dependents A 50%
401(k) match , up to the IRS maximum 20 days of PTO*, plus 9 paid
holidays 8 weeks paid Primary Caregiver Parental Leave Back-up
Child Care Program available, offering up to 10 days annually A
cumulative learning and development framework customized for every
employee An award-winning work environment - we're Great Place to
Work Certified, and Top Workplace winners from The Oregonian We
take great pride in our inclusive culture. We value the different
perspectives and unique skills you bring to the team - it makes us
all better.--Success at Fisher Investments is motivated by results,
a collaborative mindset and a commitment to accomplishing great
things - so if you are ready to do that, we are ready for you!
Apply today to be a part of a team environment where you make a
difference in the lives of people by bettering the investment
universe. *California employees accrue up to 17 days of PTO and 3
days of sick time per year. FISHER INVESTMENTS IS AN EQUAL
OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Grand Prairie , Retirement Counselor, Other , Grand Prairie, Texas
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