Job description

TTHE CAPITAL GROUP

RISK MANAGEMENT INVESTMENTS BENEFITS RETIREMENT

HR TECHNOLOGY

OFFICE: 301.214.7666

FAX 888.569.3027

ADDRESS 6720-B Rockledge Drive #400 I Bethesda. MD 20817

www.capgroupfinancial.com

Job Description
Retirement Plan Consultant
Our growing retirement plan advisory business has an opportunity for a detail-oriented team member with a minimum 3+ years’ experience in the retirement plan services and/or financial services industry. We are specifically looking for someone experienced in managing qualified and non-qualified plans. As our RIA department continues to grow, we seek a candidate to work with our retirement plans as the day to day contact. You will support the Retirement Plans Account Executive and manage plans directly as the point of contact for client service delivery. All applicants must display a positive and proactive attitude, strong organizational skills, exemplary customer service skills, and the ability to prioritize and multitask.
Job Details

• Salary: $65,000.00 - $75,000.00 per year - Quarterly bonus opportunity

Job Type: Full-timeEDUCATION/LICENSURE REQUIREMENTS

• Bachelor’s degree in Business, Finance, or equivalent experience
• Series 65 or 7 license (Investment Advisor Representative) or ability to obtain within 6 months

REQUIRED SKILLS/COMPETENCIES

• Excellent interpersonal and presentation skills.
• Ability to express complex concepts in a clear and concise manner.
• Ability to build strong client relationships.
• Strong quantitative and analytic skills.
• Maintain effective working relationships with assigned clients
• Schedule, prepare for and facilitate committee meetings and participant education delivered at client locations or virtually
• Competent computing skills including working with the Microsoft Office suite (Excel, PowerPoint, Word), salesforce, and 3rdparty recordkeeping systems
• Participate in retirement plan strategy discussions with colleagues and industry partners to keep abreast of trends and changes
• Ensure conformance with TCG guidelines and regulatory policies
• In a timely manner, maintain and update CRM (salesforce) on existing customers
• Manage projects, educate plan participants, act as vendor liaison and other duties as assigned
• Help identify changing needs and develop strong customer relationships

Benefits:

401(k)

Dental insurance

Health Savings Account

Health insurance

Life insurance

Paid time off

Vision insurance

Schedule: Monday through Friday 8:30am – 5:00pm

Work Location: Bethesda, Maryland

Employer paid parking and fitness center

COVID-19 Considerations:

Ability to work remotely

Must wear face mask before entering office and building

Thermo Scan Unit (located at front desk) – Employee’s must scan temperature before entering the office

Work Authorization:

United States (Required)

Submit a cover letter and your qualifications telling us why you are the best person for this position.
Application QuestionsYou have requested that Indeed ask candidates the following questions:

• How many years of retirement plan support experience do you have?
• How many years of working in either the Financial Advisory, Retirement Plan or Recordkeeping industry do you have?
• Are you able to work in Bethesda, MD 20817?
• Do you have the following license or certification: Series 6 and 63, 7, 66 (or 63 and 65)?

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Bethesda, MD 20817: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 2 years (Preferred)

Work Location: One location

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