Retirement Plan Specialist/Financial Consultant

Job Number:



Jacksonville, OR 97530


Registered Investment Advisory firm headquartered in Jacksonville, Oregon. We serve thousands of retirement plan participants, individuals, and institutions throughout the US, concentrated primarily on the West Coast. We are a fun, dynamic, and team-oriented environment. We provide our valued clients with amazing professionals who have a commitment to the highest ethics, competencies, and unparalleled client service.
Key job tasks include:
? Provide exceptional, high energy, and ethical client service
? Engage in retirement plan education with participants
o Explain investment options within the plan and provide investment guidance
o Educate participants on plan features and articulate retirement issues
? Conduct client participant enrollment and education meetings, generally onsite
? Plan participant assistance with rollover, distribution, loan, and other plan-related questions
o Maximize rollover retention and work directly with those private wealth clients
? Master employee retirement plan features and stay up to date on current legislative and regulatory issues impacting retirement plans (primarily ERISA)
? Manage vendor relationships
? Travel will be required
Skills necessary for this role:
? Must be able to work independently
? Must be a team player
? Excellent verbal and written communication skills
? Attention to detail (client follow up, accuracy in information provided to participants, and proactively reaching out to clients)
? Strong analytical skills and good decision-making ability in order to evaluate situations and react appropriately
? Effective problem-solving skills and willingness to adapt to change
? Knowledge of retirement plans and investments preferred, but not required
? Positive and optimistic attitude
? Must be computer literate - must exhibit at least intermediate proficiency when working with Microsoft Office programs including Word, Excel, PowerPoint and Outlook
? Must have time management skills and be goal, task-oriented.
? Quick to learn new software and preferably have social media marketing skills.
? Bachelor?s degree in business or equivalent work experience in finance
? Obtain state registration (Series 65 license or equivalent state registration)
We are looking for self-starting and motivated candidates. Bilingual Spanish fluency is a plus.
Salary range $45k ? 65k, with bonus and profit-sharing abilities.
We offer a safe harbor 401(k) and medical insurance amongst our standard benefits package.

Job Requirements

Education Required: Bachelor
Experience Required: 3-5 Years
Last updated on 09/17/2021

Additional Information

Pay Rate:

21.55 - 31.13


8am-5pm M-F
Full+Time Hrs/Week


Are you interested in this position? Please complete our On-Line Application. Please note that your application will remain on file for 90 days for consideration for any of our open positions that match your qualifications.

If you have completed our on-line application in the last 90 days you can send a letter of interest to the recruiter hiring for this position at Please include a copy of your resume with your email or application.

Personnel Source, Inc. is an equal opportunity employer.