401 Account Executive New York
Company: VirtualVocations
Location: Tacoma
Posted on: November 1, 2024
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Job Description:
A company is looking for an Account Executive - 401K to support
401(k) Producers and manage employer-sponsored retirement
plans.
Key Responsibilities
Maintain ongoing client contact and manage vendor relationships
Prepare investment reviews and meeting materials for investment
committees
Assist in plan implementation, audits, and participant enrollment
meetings
Qualifications
Bachelor's degree or equivalent combination of education and
experience
Five or more years of related work experience
Understanding of retirement plan types and ERISA guidelines
Experience with mid to large clients (250+ participants)
Valid Series 65 license; securities licenses preferred
Keywords: VirtualVocations, Redmond , 401 Account Executive New York, Other , Tacoma, Washington
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