Ideal candidate must have 3+ years related experience in retirement plan services.

Responsibilities

• Coordinate with plan sponsors and 401(k) department to provide educational services to new and existing 401(k) client employees.
• Coordinate with participants, 401(k) department and provider to submit enrollment forms, beneficiary forms, transfer, and distribution forms.
• Work with Financial Advisors and wholesalers to discuss and review educational materials.
• Work with participants, under the supervision of the Financial Advisor, to determine potential new account opportunities.
• Coordinate the transfer of client assets to the firm during new client onboarding, working closely with the Client Services Team.
• Participate in client meetings and add value to meetings by facilitating discussions and preparing information.
• Create custom worksheets and analyses where needed to answer client questions or research investment opportunities.
• Attend and assist 401(k) enrollment meetings for clients with small businesses.
• Stay up-to-date on the adoption of new technology by client service & financial planning teams.

Benefits

• Competitive base salary
• 16 days of Paid Time Off for new employees, increases with years of service.
• 10 paid holidays per year, plus early office closes an additional 3 days.
• Self-directed 401(k) program with employer match after 1 year.
• Employee premiums for medical, dental, short-term disability, & long-term care insurance covered 100% by Coble Cravens. Effective 1st of month following 30 days of employment.
• Coble Cravens will pay up to ½ of the employee’s medical insurance deductible.
• Health Savings Account (HSA) option to fund medical care.
• Costs associated with obtaining Life and Heath, SIE, Series 6, 7, 63, 65, or CFP licenses with be covered by Coble Cravens.