About this role
Retirement Plan Specialist at Focus Partners Wealth. Location: St. Louis or Chicago or Denver or Fort Collins. Role: coordinating operations, supporting clients, preparing materials Requirements: Bachelor's degree or equivalent; Series 65 within 120 days; retirement-plan credentials preferred; experience supporting retirement plan clients, onboarding, and participant education; strong communication and analytical skills. Category: Finance Seniority: Mid Level Tools: RPAG, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Salesforce Certifications: series 65, qka, qpa, crps, cpfa Commitment: Full Time Workplace: Hybrid Languages: English