Retirement Specialist

Join our team at Larson Financial Holdings, LLC as a Retirement Plan Specialist, where

you will play an essential role in supporting the administration and management of

retirement plans. In this position, you will collaborate with plan administrators and clients

to ensure seamless operations and exceptional service. Your attention to detail and

commitment to excellence will help our clients achieve their retirement goals.

What Makes This Opportunity Unique

You will collaborate closely with the Senior Retirement Plan Specialist to design and

implement a comprehensive plan servicing model, leveraging your experience and

professional insight.

This role offers a highly collaborative environment, emphasizing a team-oriented approach

to delivering thoughtful, effective solutions for our clients.

Qualifications

• Minimum of 1-2 years of experience in financial services, retirement planning, or a

related field.

• Familiarity with retirement plan types, including 401(k), IRAs, and pension plans.
• High level customer service experience with a focus on financial services.
• Basic understanding of financial regulations and compliance related to retirement

plans.

• Experience with retirement plan implementation and administration
• Experience with investment selection and monitoring

Requirements

• CRPS certification is a plus
• Four-year degree or equivalent work experience
• Proficiency in Microsoft Office Suite, especially Excel and Word.
• Excellent communication and interpersonal skills.
• Strong organizational skills and attention to detail.
• Ability to handle sensitive and confidential information with discretion.
• Ability to work independently and as part of a team.
• Strong problem-solving skills and ability to multitask in a fast-paced environment.
• Demonstrated ability to prioritize tasks and manage time effectively.

Larson Financial Group offers a generous employee benefits & perks package:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are FREE to employees only, dependent

coverage available for cost)

• Dental Insurance
• Vision Insurance
• ER PD Long Term Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Voluntary Short Term & Additional Life
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities