401(k) Advisor, MEP

San Francisco, CA
Sequoia Consulting Group – 401(k)
Full-time
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  

Qualifications

    • 2-3+ years client service experience in the financial industry preferred (multi-client management a plus) 
    • Series 65 licensed a plus, but can be completed once hired 
    • Working knowledge of 401(k) laws and regulations and/or financial services and mutual funds 
    • 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 
    • Ability to prioritize, understand client and team needs, and deliver results under tight deadlines 
    • Ability to interface effectively with others and build strong relationships at all levels within an organization  
    • High aptitude handling multiple projects simultaneously in a deadline-driven environment 
    • Solutions-oriented team player who demonstrates integrity in all interactions  
    • Detail and process-oriented with strong analytical skills 
    • Proficient in Word, Excel, and PowerPoint  
    • Working knowledge of Salesforce or other CRM
    • 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.