Nebraska Licensed Retirement Plan Manager
Occupations:
Personal Financial AdvisorsFinancial ManagersInvestment Fund ManagersFuneral Home ManagersCompensation and Benefits ManagersIndustries:
Continuing Care Retirement Communities and Assisted Living Facilities for the ElderlyHome Health Care ServicesOther Financial Investment ActivitiesOther Residential Care FacilitiesResidential Intellectual and Developmental Disability, Mental Health, and Substance Abuse FacilitiesA company is looking for a Retirement Plan Manager (Remote).
Key ResponsibilitiesServe as the primary contact for retirement and wealth planning clients, ensuring high-quality service
Oversee daily operations of various retirement plans, ensuring accuracy and compliance
Coordinate client meetings and deliver participant education sessions while maintaining organized recordsQualifications and Requirements5+ years of experience in retirement plan management or services
Active Nebraska Life & Health Insurance License
Series 6 or Series 7 and Series 63/65/66 licenses required
Bachelor's degree in Business, Finance, or a related field
Strong knowledge of retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h)