Job Title: Account Executive
Department: Retirement Services
Reports To: Vice President, Retirement Services
FLSA Status: Exempt
Job Code: Account Executive
Summary: The Account Executive will provide a high level of support and guidance to our 401(k) clients, TPAs and brokers.
The ideal candidate will possess:
Skills necessary to be successful:
Education and/or Experience
Bachelors Degree in Finance, Business, or related field preferred (not mandatory), and four + years experience with Retirement 401(k) preferred
Certificates, Licenses, Registrations
FINRA Series 6 or 7 and 63 Required
Will need to get AIF designation within first three months of hire
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.