Retirement Plans Education & Conversion Specialist

A leading insurance advisory firm in Pasadena, CA is seeking an Education & Plan Conversion Specialist. This role involves conducting employee education sessions on employer-sponsored retirement plans and acting as a project manager for plan conversions. The ideal candidate should have a bachelor's degree or relevant experience, proficiency in PowerPoint and Word, and certification in Series 65 or 66. Excellent communication skills and the ability to collaborate in a team environment are essential. Competitive salary and comprehensive benefits offered. #J-18808-Ljbffr