7077 Koll Center Parkway,
Retirement Plans Specialist (401(k) Plan Advisor) - Pleasanton, CA
Job Description: The successful candidate will manage and execute a highly sophisticated, multi-decision-maker sales process in the defined contribution market primarily focused on 401(k) plans. The advisor provides 401(k) investment, participant education and fiduciary support to corporate clients in 401(k) arena.
Compensation: Competitive base salary plus revenue sharing payout
Benefits: 401(k) & Profit-Sharing plan, health care and dental plan
Interested candidates - please send your resume with a cover letter
Job Type: Full-time
Financial Advisor - Pleasanton, CA (Immediate Opening)
Job Description: The successful candidate will support the principal of a local financial advisory firm servicing client relationships and working on various analytical & planning projects while documenting and communicating recommendations with prospects and clients. They will be an integral part of financial planning team and investment committee.
Job Type: Full-time or Part-time