What are the responsibilities and job description for the Retirement Plan Consultant position at Henderson Brothers, Inc.?
POSITION SNAPSHOT
Expect your typical day as a Retirement Plan Consultant to be focused on the following initiatives:
We are interested in speaking with optimistic and self-motivated individuals searching for a dynamic career path in a professional setting. Qualification for the role would be:
Henderson Brothers is a fourth-generation, family-owned insurance brokerage firm that emphasizes doing what is right for our clients and colleagues. We value kindness, humility, teamwork, and a desire to provide truly exceptional service and solutions to our clients. It is these values that have earned our nomination as a Top Workplace in the Pittsburgh, PA area.
Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.
- Title: Retirement Plan Consultant
- Department: HB Retirement
- Location: Pittsburgh, PA
- Responsibilities: service current Retirement clients, manage defined contribution plan activity, adhere to government regulations, plan provisions, and company policies
- Compensation: competitive salary with bonus opportunities, comprehensive benefits, sizable time-off allotment, 4% 401(k) company match
- Additional perks: Tuition reimbursement, student loan relief, flexible work arrangements, paid holidays
Expect your typical day as a Retirement Plan Consultant to be focused on the following initiatives:
- Client Facing Support: Serve as main point of contact for existing HB Retirement clients
- Client Management: Manage daily activity for clients’ defined contribution plans and assist in the preparation of client plan reviews
- Compliance: Maintain compliance requirements, such as government regulations and plan provisions
- Investment Insight: Deliver quarterly investment performance analysis and articulate firm recommendations to Retirement Committees.
We are interested in speaking with optimistic and self-motivated individuals searching for a dynamic career path in a professional setting. Qualification for the role would be:
- Bachelor’s Degree in Finance or a related field required
- ASPPA, AIF, QKA, or CEBS certifications preferred
- 5 years of proven experience and success in defined contribution consulting, including plan design, compliance, and administration and management of client relationships
- Combination of FINRA Series 6 or 7, Series 63 and/or Series 66/65 licenses preferred, but not required prior to hire.
- Demonstrate experience in supporting and managing ongoing client relationships
Henderson Brothers is a fourth-generation, family-owned insurance brokerage firm that emphasizes doing what is right for our clients and colleagues. We value kindness, humility, teamwork, and a desire to provide truly exceptional service and solutions to our clients. It is these values that have earned our nomination as a Top Workplace in the Pittsburgh, PA area.
Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.
