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Retirement and Investment Plan Specialist

Creative Financial Staffing
South Jordan, UT Full Time
POSTED ON 4/23/2025
AVAILABLE BEFORE 5/11/2025

What we love about this opportunity as the Retirement and Investment Plan Specialist :

  • Work with a strong and personable leadership
  • Excellent benefits program will an incredible 401k contribution - 25%!!!
  • Company is continuing to grow
  • Ability to work occasionally from home
  • Consistently rated as a Top Place to Work

Employees say "great culture and they put employees first"

  • great coworkers and friendly environment"
  • the staff and management team is highly engaged"

    • Responsibilities as the Retirement and Investment Plan Specialist :

  • Enroll clients into IRA and other retirements programs
  • Communicating with clients through email and phone
  • Exchange and transfer assets into out of program
  • Ad hoc projects around beneficiary processes and other initiatives
  • Meet with clients in person or virtually about disbursement options and savings options

    • Qualifications to be the Retirement and Investment Plan Specialist :

  • Series 6 or Series 7 license and / or Wisconsin Life Insurance License
  • 1-2 year in customer service or sales oriented role

    • Salary : $40,000 to $60,000

    Id : EB-1036577045

    Salary : $40,000 - $60,000

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