- Ascensus (Burlington, VT)
- …goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver ... client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of… more
- Charles Schwab (Burlington, VT)
- …supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab ... Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance… more
- Ascensus (Burlington, VT)
- FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of ... both worlds: high-touch personalized service from local TPAs backed by the strength and...for the Compliance Associate roles + Reads and comprehends retirement plan provisions from plan documents, summaries of plan… more
- Ascensus (Burlington, VT)
- …+ Maintains and expands TPA partner relationships according to the objectives and retirement plan goals as documented in the TPA strategic business plan + Leverages ... + Work closely with and mentor Ascensus Strategic Business Consultant (s) assigned to TPA relationships + Work closely with...offerings by our TPA partners and ongoing technology and service needs + Manages TPA relationships with a focus… more