Retirement Plan Consultant at OneDigital
You're a retirement plan professional with at least two years of experience and a strong understanding of ERISA regulations. A Bachelor's degree in Business, Ec
Work type: onsite
Location: Tampa, FL | Fort Lauderdale, FL
Type: Full-time
You're a retirement plan professional with at least two years of experience and a strong understanding of ERISA regulations. A Bachelor's degree in Business, Economics, Finance, or a related field, or equivalent experience, is preferred, and you must be able to obtain a relevant securities license within 90 days of hire.
**What makes it worth a look...**
This full-time, on-site role at OneDigital in Tampa or Fort Lauderdale puts you in charge of designing, implementing, and maintaining qualified retirement plans for a book of business. You'll act as a strategic consultant to clients, ensuring their plans are competitive and compliant.
**You might be a good fit if you...**
* Understand ERISA regulations and fiduciary best practices.
* Are proficient with Microsoft Office Suite (Word, Excel, PowerPoint).
* Can independently manage multiple priorities and adapt to a changing environment.
* Have experience with non-discrimination testing review and analysis.
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