Top 24289 Advisory firm Jobs

401(k) Plan Enroller / Educator
Monarch Plan Advisors —Orange County, CA
- $100 - $135 an hour
- Part-time
- Entry level
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- Work from home
Quick Apply
Vice President – M&A Tax Advisory
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- Budgeting
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Client Advisory Services Associate
KMH LLP —Honolulu, HI
- From $66,000 a year
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- Master's degree
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- Dental insurance
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Early-career Tactical Intelligence Analyst
Emergent Risk International —Boise, ID
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- Pass drug screening
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Advisory Board Member (REMOTE, 1 time per quarter Retreat)
Noble Cortex —Remote
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- Leadership
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Strategy Consultant ; Private Equity
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- $12,000 - $20,000 a month
- Full-time
- Remote
- 5 years
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- Senior level
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14d
Consultant, Advisory
AECOM —Denver, CO
- $75,000 - $110,000 a year
- Full-time
- Hybrid work
- Research
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- Bachelor's degree
- AD&D insurance
- Employee stock purchase plan
Senior Advisory Associate
HLS Global Group —New York, NY
- $70,000 - $100,000 a year
- Bachelor of Science
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Chief Product Officer
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Senior Consultant, Advisory
AECOM —Denver, CO
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- Full-time
- Hybrid work
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- 3 years
- AD&D insurance
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Advisory Consultant – Economics
AECOM —Boston, MA
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- 8 years
- Bachelor's degree
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Research Associate
Allycorp International —Remote
- $2,000 - $2,500 a month
- Part-time
- Remote
- Writing skills
- Bachelor's degree
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Quick Apply
10h
Manager Advisory Services
Premier Inc. —Remote
- $113,000 - $188,000 a year
- Full-time
- RN License
- Master's degree
- Bachelor's degree
- Disability insurance
- Health insurance
Technology & Media Investment Banking, Associate, NY, Global Advisory
Rothschild & Co —New York, NY
- $175,000 - $225,000 a year
- Full-time
- Writing skills
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Investment Banking Associate – Global Fund Placement & Advisory
Oppenheimer & Co. Inc. —New York, NY
- $150,000 - $170,000 a year
- Mid-level
- 4 years
- Communication skills
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Vice President - Strategic Advisory (Medical Devices, Life Science Tools and Diagnostics)
PJT Partners —New York, NY
- $250,000 - $300,000 a year
- Full-time
- 5 years
- Office
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Analyst (SF)
Milltown Partners —San Francisco, CA
- $69,000 - $74,000 a year
- Full-time
- Hybrid work
- Mid-level
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Senior Researcher, Suicide Prevention and Safety Outcomes
American Institutes for Research —Chicago, IL
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- Email
- Remote
- 3 years
- Master's degree
- Analysis skills
Associate, Transaction Advisory Services (FDD) - Atlanta, Boston, Chicago, Dallas, Houston or New York
Houlihan Lokey —Boston, MA
- $120,000 - $145,000 a year
- Full-time
- Microsoft Word
- CPA
- Mid-level

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401(k) Plan Enroller / Educator

Monarch Plan Advisors
Orange County, CA

Quick Apply

Job Details

Part-time
$100 - $135 an hour

Benefits

401(k)
Work from home
Flexible schedule

Qualifications

Financial planning
Retirement account customer support
HR communication
Educational talks
Employee Retirement Income Security Act of 1974 (ERISA)
One-on-one instruction
Financial education

Full Job Description

Monarch Plan Advisors is a Registered Investment Advisory (RIA) firm focused on company sponsored retirement plan consulting for businesses, non-profits, and their employees. We are looking for an energetic part time advisor to be an advocate for our client's staff as they navigate their way to retirement.

The main function of this position would be to conduct education and enrollment meetings at our client's workplace or virtually to teach the value of that company's retirement plan to the company's staff, handle questions that the employees have, and meet with the company's staff 1 on 1 (if needed).

Travel expense would be paid from consultant's home to the meeting location and consultant would be paid a "minimum" of 4 hours regardless of how long the meeting took (starting from when they left their home). If the meeting went longer than 4 hours, they would be paid their normal per hour rate. Meetings are generally scheduled in Los Angeles and Ventura County with additional meetings available elsewhere.

Educator would be paid on a per meeting basis with around 30 to 40 meetings per year. Approximate revenue generated would be around $15,000 - $30,000 per year.

Additionally, consultant would help with virtual enrollment / education meetings and participant calls.

Requirements:

Must have experience holding retirement plan education and enrollment meetings.
Must be open to traveling to meetings
Must be based in Greater Los Angeles or Orange County

Job Type: Part-time

Compensation: $100.00 - $135 /hour

Job Type: Part-time

Pay: $100.00 - $135.00 per hour

Expected hours: No more than 16 per week

Benefits:

Flexible schedule
Work from home

Work Location: On the road

Quick Apply

Refine Your Search

advisory firm jobs

401(k) Plan Enroller / Educator

Vice President – M&A Tax Advisory

Client Advisory Services Associate

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Vice President - Strategic Advisory (Medical Devices, Life Science Tools and Diagnostics)

Analyst (SF)

Senior Researcher, Suicide Prevention and Safety Outcomes

Associate, Transaction Advisory Services (FDD) - Atlanta, Boston, Chicago, Dallas, Houston or New York

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