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401(k) Specialist

Kestra Financial Independent AdvisorAvon, CT
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Overview

Schedule
Full-time
Career level
Senior-level
Benefits
Paid Holidays
Paid Vacation
Paid Sick Leave

Job Description

Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible for managing and administering 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants. You will work closely with clients to tailor solutions that meet their retirement needs, educate employees about their options, and assist with any inquiries related to their 401(k) plans. A strong understanding of retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this position. You will also collaborate with internal teams to deliver contributions and distributions accurately and on time, all while maintaining a client-focused approach. If you are passionate about helping others plan for their financial future and possess a meticulous attention to detail, we would love to hear from you!

Requirements

  • Bachelor's degree in finance, business, or a related field preferred
  • Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience
  • Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans
  • Excellent communication and interpersonal skills
  • Detail-oriented with strong analytical and problem-solving skills
  • Proficient in Microsoft Office Suite and retirement plan recordkeeping systems
  • Ability to work independently and manage multiple priorities effectively

Benefits

Paid Holidays and Paid Time Off

Retirement plan with employer match

  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Training & Development

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FAQs About 401(k) Specialist Jobs at Kestra Financial Independent Advisor

What is the work location for this position at Kestra Financial Independent Advisor?
This job at Kestra Financial Independent Advisor is located in Avon, CT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Kestra Financial Independent Advisor?
Employer has not shared pay details for this role.
What employment applies to this position at Kestra Financial Independent Advisor?
Kestra Financial Independent Advisor lists this role as a Full-time position.
What experience level is required for this role at Kestra Financial Independent Advisor?
Kestra Financial Independent Advisor is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Kestra Financial Independent Advisor for this role?
Kestra Financial Independent Advisor offers following benefits: Paid Holidays, Paid Vacation, Paid Sick Leave, Career Development, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Kestra Financial Independent Advisor?
You can apply for this role at Kestra Financial Independent Advisor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.