Retirement Consultant

Company DescriptionMoss, Luse & Womble specializes in providing personalized financial planning and accounting services designed specifically for dental professionals across the nation. Recognized as experts in the dental field, the firm focuses on helping clients secure their financial future while they focus on their passion. With a commitment to excellence, Moss, Luse & Womble supports clients in achieving both professional and personal success. The firm prioritizes customized solutions that reflect the unique needs of each practice and individual client.Role DescriptionThis is a new full-time, remote position as a result of growth. As a Retirement Consultant, you will perform annual administration services, including calculating contribution allocations and preparing government forms. Because this is a newly created position, the role can be tailored to your specific interests, including transaction processing, installation management, and/or document preparation, etc.QualificationsKnowledge of Defined Contribution plans (Defined Benefit plans are a huge plus!)Excellent interpersonal and communication skills Detail-oriented with strong analytical and problem-solving abilitiesCertifications such as QKA are a plus