General information

Name
Consulting - Retirement Plan Consultant - Consultant
Posting Title
Consultant, Retirement Plan Consulting
Ref #
2234559
Date Published
Thursday, February 13, 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Wealth Advisory
Office
Retirement Plan Consulting (Forvis)
Advertised Location
US-IL-Chicago, US-NC-Charlotte, US-NC-Charlotte, US-TX-Dallas
Working time
Full Time

Description & Requirements

How you will contribute:
  • Supporting a Wealth Management team of advisors serving corporate retirement plans 
  • Providing employee education and investment consulting services to corporate retirement plans
  • Develop/maintain in-depth expertise and global knowledge of wealth management services
  • Actively support business development activities to identify, pursue & acquire new clients

We are looking for people who have Forward Vision and:
  • An individual who is a self-starter
  • Passionate about serving clients
  • Familiarity with the financial planning process
  • Ability to effectively communicate with clients and simplify the complex
  • The ability to work in a team environment
  • Ability to travel as needed
  • Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision

Minimum Qualifications:
  • Bachelor's degree is required: Financial planning degree preferred
  • Recent college graduate
  • Certified Financial Planning designation, a plus, but not required initially
#LI-OAK, #LI-CLTSP, #LI-CLTU, #LI-DFW
#LI-AF1

Illinois Wage Transparency

Pursuant to Illinois’ Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
IL Minimum Salary (USD)
$ 55000
IL Maximum Salary (USD)
$ 82500
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