Employment Opportunities  

Retirement Planning Associate – Sausalito, CA

Independent investment advisor seeks a Client Service Associate to join the Retirement Planning team. We offer a range of services including employee benefit programs, investment management, financial planning and business consulting.

This is a full time position (40 hours per week) Monday through Friday 8:30am-5:00pm. Excellent benefits and paid parking.

Required Experience

- Familiarity with types of qualified plans (401(k), Profit Sharing, Cash Balance Plans, etc)

-Understanding of the client on-boarding process

- Precision data entry

- Stellar writing and phone skills

- Keen attention to detail

- Minimum of 2 years’ experience in the industry (may include third party administration and compliance)

-Salesforce and PowerPoint familiarity

Resumes: info@karpcapital.com

Interested in Posting Open Positions? 

If you are a member of the San Francisco Chapter and would like to post an open position in the benefits field, please send a summary of the open position to info@wpbcsf.org.  Be sure to include a link on your site providing the complete position description and how interested parties may follow up to apply for the position.  Also let us know when the position description can be removed.
Western Pension & Benefits Council San Francisco Chapter

Powered by Wild Apricot Membership Software