Welcome page Returning Candidate? Log back in! Retirement Concierge Job ID 2024-15822 # of Openings 2 Office Location 450 S Orange Ave Location : Location US-FL-Orlando Overview

We are searching for a seasoned Retirement Concierge to build the foundation of a team providing holistic financial wellness advise and financial planning to participants in our clients’ 401(k) plans. 

 

The Ideal Candidate

You are a CFP® Professional or will be pursuing the CFP® designation.You are intrinsically motivated by the opportunity to help individuals plan for retirement.You lead with empathy and an ability to communicate patiently with a wide range of personalities. You can provide holistic financial wellness advise and financial planning to participants in our clients’ 401(k) plans.

 

If this sounds like you, we invite you to keep reading and apply!

What You'll Do Draft and deliver financial plans and holistic financial wellness advice using eMoney software.Answer routine client questions about the features of their 401(k) plans, assist in understanding statements, and review the resources available through their providers.Perform comprehensive asset allocation analysis and discuss 401(k) investment recommendations with 401(k) participants.Assist with and/or host group education virtual meetings for 401(k) participants.Assist in developing our financial planning processes and scripts for use by the Retirement Concierge Team.Strong ability to listen to and communicate with clients from diverse backgrounds.Stay abreast of industry trends, regulations, and best practices.Occasional travel to national meetings and headquarters, as necessary.Travel up to 10%. What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

Competitive base salary.   Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.    Company match 401(k) plan – 50% up to 6%!   Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.    Opportunity to prioritize your mental health with 24/7 access to licensed therapists.   Pet benefits & discounts.    Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company. What You'll Need Bachelor's degree from four-year College or university; and a minimum of three years of customer service experience - OR- High school diploma or general education degree (GED) and five years related experience and/or training.Registration as an Investment Advisor Representative (IAR) is required within 3 months and requires passing the Series 65 exam, being a CFA Charterholder, or being a CFP® Professional.Experience with 401(k) plan documentation and forms preferred.Experience with Salesforce preferred.Bilingual (English and Spanish) preferred. Grow, with us

AssuredPartners is committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

Options Apply for this job onlineApplyShareEmail this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed