Posted in General Business 4 days ago.
Type: Full-Time
Location: New York, New York
Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales team.
Present financial planning seminars at the Deferred Compensation Plan Headquarters On-Site location and agency Work-site locations of various NYC agencies. The goal is to establish The New York City Deferred Compensation plan, (client of MissionSquare Retirement), as the sole necessary resource for financial planning guidance in advance of, and throughout retirement. Seminar presentations and telephone calling campaigns serve as platforms with which to deepen relationships with and retain plan participants as well as serve to grow plan participation.
When requested by a plan participant, Associate Manager, Financial Planning will create and deliver financial plans in person, with a Financial Planning Manager present, at the headquarters location. (Must be a Certified Financial Planner)
Essential Functions for this role include:
If you have the following skills, we encourage you to apply:
To benefit your career and support your wellbeing, we offer:
As a company, MissionSquare Retirement is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
PARTICIPANT FIN PLANNING
New York University
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New York University
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New York University
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