Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Pension Associates is a third party administration firm located in Stamford, CT. We have been doing business since 1991 and specialize in both DB / DC plan design, administration and actuarial services.
Due to our continued growth, we are currently seeking an experienced Pension Consultant with hands-on experience in compliance and plan administration.
Job Responsibilities :
Qualifications :
2 - 5 years experience in Defined Benefit and Defined Contribution administration. Floor Offset and Combo Plan experience desired.
Extensive training will be provided if experience is less than 5 years
How to Apply
If you are interested please email your resume and salary expectations to hr@pensionassociates.com
Flexible work from home options available.
Last updated : 2024-04-26