401(k) Advisor

Tempe, AZ /
Sequoia Consulting Group – Client Service, 401(k) /
Full-time
At Sequoia, we are fueled by a passion to serve our clients and their needs. We are a tech-enabled consulting and services company helping employers unlock the full potential of their workforce. 

Sequoia’s clients are innovative, people-first businesses who are shaping the future: the market disruptors, the paradigm shifters, and the leaders that are pushing their industries forward. As a team, we strive every day to make an impact on lives in the workplace. We stay dedicated in our commitment to come through for people who put their trust in us, no matter what. 

The 401(k) Advisor will be responsible for providing consultative support to develop and maintain relationships with Sequoia’s key accounts.

What You Get To Do

    • Manage and maintain 401(k) client relationships at decision-making and administrative levels
    • Strategic analysis of client retirement plans
    • Conduct 401(k) participant education meetings
    • Schedule and facilitate client meetings
    • Oversee annual plan compliance requirements for all clients
    • Correspond with 401(k) vendors
    • Assist clients with resolving administrative issues (i.e. payroll remittance)
    • Assist participants with account questions
    • Maintain internal client database and filing system
    • Draft and proofread complex documents
    • Strategize and execute on methods to add 401(k) services to current health & welfare client base
    • Partnering with internal teams to cultivate and maintain client relationships 

Qualifications

    • 5+ years client service experience in the financial industry
    • Ability to interface effectively with others and build strong relationships at all levels within a corporate organization
    • Strong written and oral communication, organizational and administrative skills
    • Working knowledge of 401(k) laws and regulations and/or financial services and mutual funds
    • Solutions-oriented team player who demonstrates integrity in all interactions
    • Detail and process-oriented with strong analytical skills
    • Ability to handle multiple projects simultaneously in a deadline-driven environment
    • Proficient in Word, Excel, and PowerPoint
    • Series 6, 63, and/or 65 licensed a plus, but can be completed once hired
    • Bachelor’s Degree required
Sequoia’s Culture – Our most important asset 
Integrity 
Passion for service 
Innovative 
Growth oriented 
Caring for others 
Promise-centric 
Focused on relationship building 
 
COMPENSATION & BENEFITS 
Sequoia provides competitive compensation including base salary, performance based bonus programs, and comprehensive benefits package including 401(k) matching and profit sharing programs.