401K / Qualified Plan Specialist

Key Responsibilities

• Design, implement and manage 401(k) and other qualified retirement plans for businesses in the Central Florida area
• Meet with business owners to understand their financial goals and employee needs
• Educate plan participants on their investment choices and retirement income strategies
• Monitor plans regularly to ensure they remain compliant with current rules and tax laws
• Collaborate closely with our financial advisors and support staff to deliver exceptional, personalized service
• Partner with credit union branch teams to identify business banking clients who may benefit from qualified plan solutions
• Conduct educational presentations for credit union members and business clients on retirement plan options

Qualifications

• Bachelor’s degree in finance, business, economics or a related field
• Series 7 required
• Series 66 preferred (or willingness to obtain)
• Proven experience working with 401(k) plans, qualified retirement plans or corporate benefits
• Strong communication skills to explain complex retirement concepts simply and clearly
• Self-motivated with strong relationship-building skills

Opportunities & Benefits

• Highly competitive compensation structure
• Access to a consistent flow of warm introductions through our established credit union partner network
• Support for professional designation credentialing
• Collaborative team with experienced support

Send your resumé to Brandon@TeamFFG.com.