Consultant, Retirement Plan Consulting Position Available In Mecklenburg, North Carolina

Consultant, Retirement Plan Consulting

MULTIPLE LOCATIONS

CHARLOTTE, NC, USA •

DALLAS, TX, USA

•

CHICAGO, IL, USA

Requisition Number2234559
Description & Requirements How you will contribute: Supporting a Wealth Management team of advisors serving corporate retirement plans
Providing employee education and investment consulting services to corporate retirement plans
Develop/maintain in-depth expertise and global knowledge of wealth management services
Actively support business development activities to identify, pursue & acquire new clients We are looking for people who have

Forward Vision and:

An individual who is a self-starter
Passionate about serving clients
Familiarity with the financial planning process
Ability to effectively communicate with clients and simplify the complex
The ability to work in a team environment
Ability to travel as needed
Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision

Minimum Qualifications:

Bachelor’s degree is required: Financial planning degree preferred
Recent college graduate
Certified Financial Planning designation, a plus, but not required initially #LI-OAK, #LI-CLTSP, #LI-CLTU, #LI-DFW #LI-AF1 Illinois Wage Transparency Pursuant to Illinois’ Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 55000 IL Maximum Salary (USD) $ 82500 With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide. We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value. About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.