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Sr. Retirement Plan Consultant

extra holidays - extra parental leave

Remote:

Hybrid

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

San Francisco (US)

Offer summary

Qualifications:

Bachelor's degree, 401(k) experience, clear communication.

Key responsabilities:

Consult on plan design
Establish strong client relationships

ForUsAll Fintech: Finance + Technology Scaleup https://www.forusall.com/

51 - 200 Employees

See more ForUsAll offers

Job description

Overview

Get in on the ground floor with a fast-growing, VC-backed tech company that is redefining the traditional 401(k) Advisor Role! Leverage AI and custom payroll integrations to provide your clients with fully automatic 401(k) and scalable financial wellness without changing providers. Founded by experts who transformed the 401(k) for Fortune 500 companies, we’re backed by prominent venture capital and financial technology veterans who share our vision of bringing institutional quality investments to everyday Americans.

Your Opportunity

As a Sr. Retirement Consultant, you’ll turn our current clients into raving fans. You'll own the ongoing relationship with our clients and be the primary point person for all client contact. That means you'll be responsible for working with the client, the operations team, and the rest of the client services team to deliver above-and-beyond service from the moment a plan goes live on our platform. You'll also serve as the voice of the client to our product and engineering team and help drive forward new initiatives and features to improve the client experience going forward. In short, you’ll be a co-creator of the client-facing side of ForUsAll. The right fit for this role is someone who is not afraid to take initiative and ownership of their work. You combine deep 401(k) knowledge with a unique ability to establish strong client relationships.

What's Expected from You

401(K) Expertise - consult with employers on 401(k) plan design

Tenacious creativity - constantly scanning to identify and lead automation/scale initiatives

Show initiative - an idea is just a thought, an idea + ownership + execution = rapid career development

Maintain the same positive attitude on Mondays that you have on Fridays. Positivity is contagious!

Listen and learn from every other contributor and department - we are a series B startup, which means you will have huge visibility into the inner workings of ForUsAll

Above all - harbor a desire to make a social impact - improving the lives of Americans from small business owners to struggling employees who simply want a more secure financial future for themselves and their families.

Qualifications Requirement

Bachelor's degree

401(k)-specific experience

Series 65 license not required upon hire, but willing to get

Clear and concise verbal communication ability

Passionate about delivering an exceptional client experience

Deep desire to learn and grow as a professional

Ability to stay calm, consistent, and reliable in a high intensity environment

Benefits

Medical, Dental, and Vision (up to 100% employee coverage depending on the plan selected)

HSA and FSA offerings

401k

Generous vacation package with 11 paid holidays

Equity/options grant included in compensation package

For candidates based in the San Francisco Bay Area, this position offers a flexible hybrid work model. Applicants outside this region will have the opportunity to engage in a fully remote capacity.

ForUsAll is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status and operate in compliance with the San Francisco Fair Chance Ordinance.