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 operational & planning projects while performing various analysis and modeling (e.g., retirement planning, stock options, education funding), document and communicate recommendations with prospects and clients. You will be an integral part of the financial planning team.
Job Type: Full-time or Part-time