401(k) Engagement Specialist
- Direct hire
- Portland, OR
Industry: Financial Services
Salary: $70,000+ commission incentive plan
- Background in client services or training
- Series 66 License preferred or willing to obtain
- Bachelor’s degree in finance, economics, or related experience
- CRM data base, Microsoft Excel
Role: Seeking a highly relational client engagement professional to join the company’s established 401(k) team. As a 401(k) Engagement Specialist, you will utilize your background in customer and client service to create and maintain strong relationships with 401(k) plan sponsors and participants. The role will be responsible for scheduling participant engagement meetings, facilitate the processing of loans and distributions, and effectively communicate investment philosophy. You will have local travel to client sites as well as some out of state travel. The ideal candidate is mission oriented, communicative, and organized with the desire to work in a way that lets your client know their employees will be front of mind.
Company: A locally owned Wealth Management firm in Portland, OR. Integrity, respect, teamwork, transparency, and accountability are the cornerstones of their success. Company is a mission-driven firm. The culture is defined by a strong set of values. They set high expectations for themselves and share a commitment and loyalty to each other, their clients, and their work. As a result, they develop long-term, trust-based relationships with their clients.
Mulberry Talent Partner’s goal is to match talent to opportunities. By applying to this job, you will be considered for this and other open positions we have. If you are already registered with us, reach out to us directly about the role you’re qualified for.