I am looking for to hire someone to be a member of a dedicated personal financial planning and 401(k) services team. They will be coordinating various aspects of the process. On the personal planning side, they will be coordinating with advisors on the team to collaborate around onboarding clients, selecting appropriate asset management solutions and coordinate a service model for clients. On the 401(k) side, we rely heavily on various vendors (Fidelity, Principal, Voya, Lincoln, etc.) and their teams, so much of the role will be coordinating with the vendor teams and our clients.
Feb 18, 2022