Virtual Financial Advisor at Thrivent, providing purpose - based financial advice and engaging with clients. Leveraging strong consultative skills to empower financial well - being while working in a hybrid role.
About the role
- Compliance Specialist advising on retirement plan design and compliance at CBIZ, a leading professional services advisor. Engaging with clients to ensure adherence to regulations and effective plan administration.
Responsibilities
- Provide advice and counsel on plan document design and compliance
- Provide advice and counsel on retirement plan life cycle such as IRS submissions plan amendments, restatements, and plan terminations
- Perform research, compilation, review and analysis of information to aid in decision making
- Consult with plan sponsors to resolve issues
- Perform research and resolution to assist with questions and issues
- Provide general client service and problem resolution services
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED required
- At least three years of professional, retirement plan administration experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Virtual Financial Advisor at Thrivent delivering meaningful financial guidance to clients. Engaging with existing clients and accessing tools to provide tailored recommendations.
Virtual Financial Advisor providing financial guidance to clients aligned with Thrivent’s mission. Engaging existing clients and utilizing a robust advice framework in a hybrid work environment.
Virtual Financial Advisor at Thrivent guiding clients in their financial plans and well - being. Engaging with clients virtually to provide tailored financial advice and support their financial goals.
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