We invest in talented people because delivering great advice requires a diversity of skill sets, perspectives and backgrounds. We are always looking for great people, so send us your resume.
Coble Cravens is looking for an enthusiastic person to join our financial planning and retirement services team. As a 401(k) Enrollment Specialist, you will be responsible for the communication, education and enrollment of retirement plan benefits and options to our clients and plan participants. You will work closely with our Financial Advisors and Client Service Associates to meet the needs of our 401(k) clients, including 401(k) plan education, actively participating in client and team meetings, scheduling and conducting enrollment appointments with clients, and ensure the necessary paperwork is filled out correctly and processed timely.
Ideal candidate must have 3+ years related experience in retirement plan services.