- HUB International (Mclean, VA)
- …and we are passionate about our talent. We currently have an opportunity for a ** Retirement Education Specialist ** to join our ** Retirement and Private ... of the organization with core responsibilities of conducting client and participant education sessions to engage retirement plan participants in their holistic… more
- Principal Financial Group (Woodcliff Lake, NJ)
- …Team has an exciting opportunity for you! We're looking for a dedicated **Bilingual Retirement Education Specialist (Spanish)** to join our dynamic team. In ... include:** + Consult with the development and implementation of education plans that increase participation in the retirement... education plans that increase participation in the retirement plan. + Collaborate with the Plan Sponsor, Advisor… more
- System One (Tulsa, OK)
- Job Profile Summary The Senior Retirement Planning Specialist reports to the Retirement Plans Manager and focuses on: + Employee Guidance and Education : ... practices to drive organizational success. Essential Functions and Responsibilities The Senior Retirement Planning Specialist plays a pivotal role in guiding… more
- HUB International (Dallas, TX)
- …team. **Description/Overview:** We are looking for a motivated individual to join our Retirement Plan Specialist ("RPS") Team. The RPS role acts as a ... and regulatory updates to Client and participants . Engage in retirement planning & education at employee events . Manage relationships with strategic partners… more
- WellSpan Health (York, PA)
- Retirement Benefits Specialist Location: WellSpan Health, York, PA Schedule: Full Time General Summary Provides customer service and performs a variety of ... functions related to the administration of the employee retirement benefits programs. Administers, facilitates, and explains different retiree benefit programs to… more
- State of Minnesota (St. Paul, MN)
- **Working Title** **: Member Service Representative** **Job Class:** ** Retirement Services Specialist ** **Agency:** **Public Employees Retire Assoc** + **Job ... telework eligible. This posting will be used to fill two (2) Retirement Service Specialist positions. **Minimum Qualifications** **_*Only applicants whose… more
- Charles Schwab (Indianapolis, IN)
- …products and services for retail IRA accounts (Traditional, Roth, Inherited IRA, Education Savings Account) and small business retirement plans (SEP, SIMPLE, ... owning every client interaction through clients' eyes. As a Retirement Services Specialist , you will promote client...strong work ethic. + Experience in financial services and/or education in finance or a related industry. In addition… more
- City of New York (New York, NY)
- …City Employees' Retirement System (NYCERS) is seeking to hire a Pension Education Specialist in the Pension Outreach Programs (POP) Unit within the Client ... Services Division. The Pension Education Specialist is responsible for designing, implementing,...of satisfactory full-time experience implementing the provisions of a retirement plan involving the use of mathematical, statistical, actuarial… more
- Manulife (Boston, MA)
- The Retirement Service Specialist (RSS) works as a member of a broader team with a collaborative culture responsible for over $3.5B in annual asset retention ... terminating or retiring make good decisions about what to do with their retirement assets. This primarily involves reaching out to existing John Hancock 401(k)… more
- City of New York (New York, NY)
- Job Description The New York City Employees' Retirement System (NYCERS) is one of the largest municipal public employee retirement systems in the United States ... active/vested members, retirees and beneficiaries. NYCERS is a defined benefit retirement plan and a cost-sharing, multiple employer public employee retirement… more