401 Account Executive New York

Company: VirtualVocations
Location: Tacoma
Posted on: November 1, 2024

Job Description:

A company is looking for an Account Executive - 401K to support 401(k) Producers and manage employer-sponsored retirement plans.
Key Responsibilities

Maintain ongoing client contact and manage vendor relationships
Prepare investment reviews and meeting materials for investment committees
Assist in plan implementation, audits, and participant enrollment meetings

Qualifications

Bachelor's degree or equivalent combination of education and experience
Five or more years of related work experience
Understanding of retirement plan types and ERISA guidelines
Experience with mid to large clients (250+ participants)
Valid Series 65 license; securities licenses preferred

Keywords: VirtualVocations, Lakewood , 401 Account Executive New York, Other , Tacoma, Washington

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