Industry: Pension & Profit Sharing Plans,Retirement Planning Services

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Pension Network Co Job Advertisement

About Us

Pension Network Co is a leading provider of Pension & Profit Sharing Plans and Retirement Planning Services. We have been in the industry for over 20 years, helping individuals and organizations secure their financial future. Our dedicated team of professionals is committed to delivering top-notch services to our clients, ensuring they can retire with peace of mind.

Position: Retirement Planning Specialist

Job Description:

• Provide comprehensive retirement planning services to clients, including developing personalized plans based on their financial goals and needs.
• Analyze clients’ current financial situation, including assets, liabilities, income, expenses, and retirement goals.
• Educate clients on different retirement savings options, such as 401(k) plans, IRAs, pension plans, and profit-sharing plans.
• Work closely with clients to optimize their retirement savings strategies and maximize their retirement income.
• Monitor and adjust clients’ retirement plans as needed to ensure they stay on track to meet their goals.
• Stay up-to-date on industry trends, regulations, and best practices in retirement planning.
• Collaborate with other professionals, such as financial advisors, tax experts, and estate planners, to provide holistic retirement planning solutions.
• Deliver exceptional customer service and build long-lasting relationships with clients.

Qualifications:

• Bachelor’s degree in finance, economics, or a related field.
• Certification in financial planning, such as CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant), is highly preferred.
• Minimum of 3 years of experience in retirement planning or financial advisory roles.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in financial planning software and Microsoft Office suite.

Benefits:

• Competitive salary based on experience and qualifications.
• Health, dental, and vision insurance.
• 401(k) retirement plan with employer matching.
• Paid time off and holidays.
• Ongoing training and professional development opportunities.
• Potential for career advancement within the company.

How to Apply:

If you are passionate about helping others secure their financial future and meet the qualifications for this position, we invite you to apply on this page. Join Pension Network Co and make a difference in the lives of our clients by helping them retire comfortably and confidently. Apply now!

Equal Opportunity Employer:

Pension Network Co is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.

We thank all applicants for their interest in joining our team. Only candidates selected for an interview will be contacted.