Sr. Retirement Plan Consultant
San Francisco, CA
Client Services /
Full-time /
Hybrid
Overview
Get in on the ground floor with a fast-growing, VC-backed tech company that is redefining the traditional 401(k) Advisor Role! Leverage AI and custom payroll integrations to provide your clients with fully automatic 401(k) and scalable financial wellness without changing providers. Founded by experts who transformed the 401(k) for Fortune 500 companies, we’re backed by prominent venture capital and financial technology veterans who share our vision of bringing institutional quality investments to everyday Americans.
Your Opportunity
As a Sr. Retirement Consultant, you’ll turn our current clients into raving fans. You'll own the ongoing relationship with our clients and be the primary point person for all client contact. That means you'll be responsible for working with the client, the operations team, and the rest of the client services team to deliver above-and-beyond service from the moment a plan goes live on our platform. You'll also serve as the voice of the client to our product and engineering team and help drive forward new initiatives and features to improve the client experience going forward. In short, you’ll be a co-creator of the client-facing side of ForUsAll. The right fit for this role is someone who is not afraid to take initiative and ownership of their work. You combine deep 401(k) knowledge with a unique ability to establish strong client relationships.
What's Expected from You
- 401(K) Expertise - consult with employers on 401(k) plan design
- Tenacious creativity - constantly scanning to identify and lead automation/scale initiatives
- Show initiative - an idea is just a thought, an idea + ownership + execution = rapid career development
- Maintain the same positive attitude on Mondays that you have on Fridays. Positivity is contagious!
- Listen and learn from every other contributor and department - we are a series B startup, which means you will have huge visibility into the inner workings of ForUsAll
- Above all - harbor a desire to make a social impact - improving the lives of Americans from small business owners to struggling employees who simply want a more secure financial future for themselves and their families.
Qualifications Requirement
- Bachelor's degree
- 401(k)-specific experience
- Series 65 license not required upon hire, but willing to get
- Clear and concise verbal communication ability
- Passionate about delivering an exceptional client experience
- Deep desire to learn and grow as a professional
- Ability to stay calm, consistent, and reliable in a high intensity environment
Benefits
- Medical, Dental, and Vision (up to 100% employee coverage depending on the plan selected)
- HSA and FSA offerings
- 401k
- Generous vacation package with 11 paid holidays
- Equity/options grant included in compensation package
For candidates based in the San Francisco Bay Area, this position offers a flexible hybrid work model. Applicants outside this region will have the opportunity to engage in a fully remote capacity.
ForUsAll is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status and operate in compliance with the San Francisco Fair Chance Ordinance.
