Collaborating with licensed Financial Advisors to meet sales goals and complete licensing. Prepare for career as Financial Advisor with Hancock Whitney in Louisiana.
About the role
- Senior Investment Consultant providing investment advisory services for retirement plans at CBIZ. Establishing client relationships and facilitating technical investment expertise while ensuring compliance with regulations.
Responsibilities
- Provide technical expertise related to investment questions and issues in support of servicing clients
- Establish strong relationships with vendors, record-keepers, investment managers, and custodians
- Gather and maintain market intelligence related to products, services, and value propositions
- Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency
- Provide general client service and problem resolution services
- Prepare agenda items and content for client meetings
- Assist with the presentation of investment reviews with clients
- Work with service team on investment review action items/follow ups
- Perform due diligence and commentaries on investment managers
- Perform investment assessment and analysis for the entry and removal of preferred fund lists
- Cover asset class for preferred fund list
- Assist with and complete strategic projects on a quarterly basis
- Produce reports using investment software programs such as Morningstar Direct and Envestnet
- Manage client requests for proposals for plan recordkeepers/vendors
- Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED required
- At least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
- Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
- Possesses expert knowledge of pertinent laws, regulations and professional standards
- Expert 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
- Experience in coaching and teaching others
- Series 6 license, plus any other licenses as required by law
- At least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisor), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law
- 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
Personal Finance Advisor at Caisse Desjardins de Rouville managing client relationships and advising on financial strategies. Focus on member satisfaction and integrated financial solutions within the cooperative.
Finance Manager leading financial planning & analysis for Corporate Segment at Sun Life. Providing strategic insights and ensuring accurate forecasting for operational performance.
Financial Analysis Advisor at Cigna driving pharmacy pricing performance through analysis and contract management. Leading strategic initiatives and improving financial processes in a hybrid work environment.
Financial Reporting Accountant responsible for maintaining financial records and reporting for Evernorth. Engaging in accounting tasks, reporting projects, and collaborating with management.
Financial Specialist maintaining organization and punctuality in administrative activities for a mobility company. Ensuring proper payments, documentation, and financial compliance.
Project Finance Analyst focuses on financial modeling, data analysis, and due diligence in renewable energy. Collaborates on M&A and project financing transactions to support clean energy solutions.
Senior Director of Finance at Air Methods overseeing cash management, treasury activities, and board relations. Leading financial strategy and collaboration across departments.
Finance Co - op performing financial modeling, analysis, and profitability assessments for The Hartford. Supporting budget reporting and executive - level presentations with industry intelligence.
Financial Risk Analyst joining Travelers' Surety team in Manchester. Underwriting credit risk and developing broker relationships within the financial services industry.