- Fidelity TalentSource LLC (Chappaqua, NY)
- …with a goal of developing lifetime relationships with Fidelity.As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to ... deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s… more
- Fidelity TalentSource LLC (San Diego, CA)
- Job Description:Planning Consultant As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to deepen client ... relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning… more
- Service Experts (Livonia, MI)
- …Time Off and Company Holiday PayMedical /Dental /Vision Insurance programs401(k) Retirement Savings Plan with company matching contributionsLife Insurance, for ... Commercial Sales Consultant - Engineering ExcellenceReports To: Director of Business...regional managers to support potential/customer needsUtilizes CRM system to document activity and sales.Demonstrates professionalism, diplomacy, and tact to… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 ... deferred investments, trust and estate planning, as well as income and retirement planningPartnering with the Advisor and implementing a structured client contact… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:Searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!The Team The ... Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.Reviewing and Leading annual pension valuations for… more
- Fidelity TalentSource LLC (Albany, NY)
- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and … more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:Phone Financial Consultant \u201CFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to ... mind as you guide them through wealth management and retirement planning strategies.The Expertise We re Looking ForFINRA Series...well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit… more
- Fidelity TalentSource LLC (Chicago, IL)
- Job Description:The Role As an Employee Benefits Consultant focused on Health & Welfare Consulting, you will manage projects and client relationships spanning a ... variety of topics including, but not limited to plan design, compliance and reporting services, health plan underwriting and employee contribution setting,… more
- Fidelity TalentSource LLC (Santa Barbara, CA)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless ... make the best use of the client s time, as well as plan for post-appointment follow-upGrowing relationships through proactive outreach, you seek to understand… more
- Fidelity TalentSource LLC (The Woodlands, TX)
- …peace of mind as you guide them through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA Series 7 & 63 required ... support your customers as they look to reach their retirement goalsEducating customers on the technology and channels available...well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit… more
- Fidelity TalentSource LLC (Edina, MN)
- …mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and ... retirement plans to meet their needs both now and...well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit… more
- Concentric Energy Advisors, Inc. (Marlborough, MA)
- …along with a comprehensive benefits package including vacation time, 401(k) retirement plan with company matching contribution, flexible spending accounts, ... Job Title: Principal Consultant - Gas Pipeline/FERC ExpertLocation: Washington, DC, Marlborough,...wide range of services required in prudence evaluations, including document review and analysis, written testimony, litigation support, and… more
- Volunteers of America Mid-States (New Albany, IN)
- …Financial Wellbeing Competitive Compensation Packages Life Insurance (company paid) 403b retirement plan with company fund matching Employee discounts *Loan ... plans. 2. Facilitate consistent implementation of the Behavior Support Plan (BSP) and Individual Specific Training (IST); implementing behavioral procedures… more
- Fidelity TalentSource LLC (New York, NY)
- …services can involve a variety of topics including but not limited to plan design, compliance and reporting services, pricing and employee contribution settings or ... and Skills We re Looking For2 -5 years proven experience in benefit plan design, funding and/or administration. Background may encompass either consulting, plan … more
- Fidelity TalentSource LLC (Boston, MA)
- …your experience in strategic content creation and delivery, you will be a trusted consultant to senior business leaders in the CFO Group (including those in the ... communications.Business-minded: ability to understand and articulate the function's multi-year plan , financial drivers, and align and prioritize high-impact communications… more
- Chenega Corporation (Washington, DC)
- …create change and improvement. Expert facilitator to elicit and document future-state processes and high-level requirements.Assist in developing training material ... Certified ScrumMaster (CSM), Certified Scrum Professional (CSP), or SAFe Program Consultant (SPC) is preferredExperience with Microsoft Azure DevOps preferred but… more
- Ascensus (Philadelphia, PA)
- …of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in ... person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans...plan design with the ability to assist in plan operation and document updates. **Section 2:… more
- Ascensus (Columbus, OH)
- …position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and ... works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and… more
- Wolters Kluwer (Columbus, OH)
- …+ Census data validation and annual questionnaire review + Review and track plan document provisions, restatements and amendments + Perform annual data scrub, ... Bachelor's Degree; or equivalent experience **Experience:** + 3+ years experience with retirement plan administration + Knowledge of regulations and legislation… more
- NBT Bank (Bedford, NH)
- …Performed: + 45% Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. Discuss the compliance ... are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts. + 30%… more
