Description

We are proud to be at the forefront of the retirement services industry, offering a leading retirement plan practice management platform designed for elite advisors and institutions. Our mission is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. With our efficient and scalable technology, we empower our members with actionable insights, enabling them to make informed, data-driven decisions for their retirement plan clients.

Company Culture and Environment

We believe in setting high standards and continuously seeking ways to enhance our services. Our commitment is to deliver advanced retirement solutions that blend core fiduciary services with innovative technology and dedicated client support. We aim to make choices clearer, transitions smoother, and the overall client experience more enjoyable. We are always on the lookout for opportunities to better serve our clients and build lasting partnerships based on trust.

Career Growth and Development Opportunities

By joining our team, you will have the opportunity to be an integral part of a high-growth organization, where continuous professional development is encouraged and valued.

Detailed Benefits and Perks

We offer a comprehensive and competitive benefits package, including:

• A hybrid work environment.
• Competitive compensation, including a 401(k) with matching opportunities.
• A lifestyle spending allowance program.
• Medical, dental, and vision insurance.
• Employer-paid life and disability insurance.
• A generous paid time off program.

Compensation and Benefits

We provide a competitive salary based on experience along with a robust benefits package to ensure the well-being of our team members.

Why you should apply for this position today

This role offers a fantastic opportunity to contribute significantly to the success of our retirement plan advisor clients while working in a supportive and innovative environment.

Skills

• Strong customer service orientation with the ability to build relationships and trust with clients and stakeholders.
• Excellent communication skills for interacting with clients, peers, senior management, and vendors.
• Strong written and verbal communication skills with attention to grammar.
• Exceptional organizational skills and attention to detail, with a focus on timely and accurate follow-up.
• Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities effectively.
• A commitment to professionalism, accountability, customer focus, and teamwork.

Responsibilities

• Respond to inbound phone calls and email inquiries regarding our proprietary Advisor Web Portal.
• Engage effectively with clients (financial advisors) to communicate the features and benefits of the Advisor Portal.
• Lead onboarding activities and implementations for new advisors, serving as their main point of contact.
• Conduct demonstrations and training sessions on new technology features, both virtually and in-person.
• Attend company events to interact with clients, conduct demos, and assist with event logistics (minimal travel expected, approximately 1-2 weeks per year).
• Create and analyze fee and investment reports, interpreting findings and making recommendations.
• Complete other related duties as assigned.

Qualifications

• Bachelor’s degree.
• 1-3 years of relevant experience in the financial services or retirement/investment planning industry.
• Proficient in using applicable technology, including our client web portal.
• Ability to manage multiple projects and deliverables simultaneously.

Education Requirements

• Bachelor’s degree in a relevant field.

Education Requirements Credential Category

• Bachelor’s degree.

Experience Requirements

• 1-3 years of relevant experience in the financial services or retirement/investment planning industry.

Why work in North Las Vegas, NV

North Las Vegas offers a unique blend of urban amenities and outdoor activities, making it an attractive location to live and work. The area is known for its friendly community and access to beautiful parks and recreational areas, providing opportunities for an enjoyable lifestyle while pursuing professional growth.