Offer summary

Qualifications:

Bachelor's degree in finance, business, or a related field., Strong knowledge of retirement plans and investment strategies., Excellent communication and interpersonal skills., Proficiency in financial analysis and reporting tools..

Key responsibilities:

Provide expert advice on retirement planning and investment options.

Assist clients in understanding their retirement benefits and options.

Prepare and present financial reports and recommendations to clients.

Conduct regular meetings with clients to review their retirement plans.

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

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