Top 905 Work Group Advisor Jobs in Wisconsin

Retirement Plan Education Specialist
Socium Advisors —Milwaukee, WI
- $75,000 - $110,000 a year
- Full-time
- Hybrid work
- Sales
- Public speaking
- Mid-level
- Health savings account
- Health insurance
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Administrative Assistant
Kabat Equity Group, Inc. —Sheboygan, WI
- $47,000 - $52,000 a year
- Full-time
- Background check
- Office
- Microsoft Office
- Paid holidays
- 401(k)
Quick Apply
Assistant Director Practice Management
Northwestern Mutual —Milwaukee, WI
- $118,960 - $178,440 a year
- Full-time
- Marketing
- Office
- 3 years
- Flexible schedule
13d
Health Insurance Advisor (ACA focus)
5 Star Insurance Group, LLC —Appleton, WI
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- Organizational skills
- In-person
- Profit sharing
- Disability insurance
Quick Apply
11d
Principal, Field Performance
Northwestern Mutual —Milwaukee, WI
- $160,000 - $276,000 a year
- Full-time
- Up to 50% travel
- 8 years
- Travel
- Flexible schedule
11d
Night Youth Advisor
Bella's Group Home —Milwaukee, WI
- From $18 an hour
- Part-time
- In-person
- Entry level
Quick Apply
13d
Advisor
Shepherds College —Union Grove, WI
- Weekends as needed
- University
- Bachelor's degree
- Psychology
- Health savings account
- Health insurance
Quick Apply
PLANNING ASSISTANT II - COLLEGE AND CAREER CENTER
Milwaukee Public Schools —Milwaukee, WI
- $58,000 - $68,000 a year
- Full-time
- School experience
- Mid-level
- Databases
10d
GSSF Advisor
University of Wisconsin–Madison —Madison, WI
- $54,000 a year
- Full-time
- Hybrid work
- Mid-level
- Master's degree
- University
- Commuter assistance
- Dental insurance
Learning Support Specialist
University of Wisconsin–Madison —Madison, WI
- $60,000 - $80,000 a year
- Full-time
- Laboratory
- Classroom
- Management
- Paid holidays
- Paid time off
9d
Managing Technician
Total Spectrum Care —Brookfield, WI
- Full-time
- Management
- Writing skills
- Mid-level
- AD&D insurance
- Paid holidays
8d
Career Advisor - Career Services
University of Wisconsin Whitewater —Whitewater, WI
- $50,000 - $55,000 a year
- Full-time
- Writing skills
- Public speaking
- Mid-level
Application Developer II (Support)
Greenheck Group —Wisconsin
- $85,731 - $105,903 a year
- Full-time
- Azure
- Research
- Mid-level
10d
Academic Program Manager
University of Wisconsin–Madison —Madison, WI
- $70,000 - $86,259 a year
- Full-time
- Hybrid work
- Word processing
- Writing skills
- Master's degree
- Retirement plan
8d
Advisor
University of Wisconsin Stout —Menomonie, WI
- $47,000 a year
- Online Application
- Experience working with individuals with disabilities
- Mid-level
- University
- Retirement plan
26-27 Interventionist - Southgate Campus
Carmen Schools of Science & Technology —Milwaukee, WI
- $47,000 - $93,539 a year
- Full-time
- School experience
- Classroom
- High school
- Disability insurance
- Health insurance
Quick Apply
Pre-College Program Advisor
United Community Center —Milwaukee, WI
- Weekends as needed
- Classroom
- Spanish
- Computer literacy
Team Member Relations Specialist
Potawatomi Casino Hotel —Milwaukee, WI
- Weekends as needed
- Basic math
- Mid-level
- Office
Managing Technician
Wisconsin Early Autism Project —Brookfield, WI
- Full-time
- Management
- Writing skills
- Mid-level
- AD&D insurance
- Paid holidays
8d
Grace Scholar Advisor
Mount Mary University —Milwaukee, WI
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Quick Apply

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Work Group Advisor jobs near Wisconsin

Retirement Plan Education Specialist

Socium Advisors
Milwaukee, WI

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Job Details

Full-time
$75,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Matching gift program
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Referral program
Retirement plan

Qualifications

Teamwork
Interpersonal skills
Zoom
Bachelor's degree
Attention to detail
Driving
Financial services

Full Job Description

COMPANY

At Socium Advisors, we build a true partnership with our clients. Through outcome-based planning and focus on the long-term goals of our clients, we carve a path together and hold one another accountable along the way. Socium Advisors operates within the Northwestern Mutual framework uniquely offering the advantage of both a large established company and small entrepreneurial firm. Through working with other financial representatives within the Northwestern system, Socium Advisors is a growing team focused on delivering custom plans and excellent client service. Socium Advisors is committed to fostering a workplace that prioritizes innovation, growth, and employee well-being.

OUR VALUES

Our values are important to us. At Socium our culture is based on our Core Values:

Intense Momentum | Personal Responsibility | Client-Centric | Continual Innovation | Collaborative Engagement

POSITION TITLE: Retirement Plan Education Specialist

CLASSIFICATION: Salaried, Exempt | Hybrid, Mon-Fri 8:00am-5:00pm

POSITION OVERVIEW:

Socium Advisors is seeking an experienced retirement plan advisor to educate retirement plan participants on steps and strategies to achieve personal financial security. The ideal candidate is self-motivated, professional, and can manage and prioritize a high level of diverse and deadline-driven tasks. This role is responsible for implementing educational programming and employee support strategies for Socium Advisors’ retirement plan clients.

KEY ROLES AND RESPONSIBILITIES:

Deliver and document education service review meetings with retirement plan clients.
Prepare and deliver content outlined in clients’ respective education service calendar.
Conduct individual & group education & enrollment meetings.
Responsible for completion and documentation of education service tasks received from participants, clients, and Plan Advisors.
Support education needs and service tasks during new client onboarding process.
Supports Education Team Manager with the delivery of the employer and employee education webinar series.
Responsible for the execution of complex education service tasks and client communications.
Expected to proactively assess client education needs and coordinate with Education Team Manager to modify procedures and client deliverables.
Tracks work time allocated to supporting each retirement plan client.
Stay current on investment trends and industry-relevant content from recordkeepers, DCIOs, trade publications, and regulatory updates.

SUCCESS FACTORS:

· Confident with public speaking and presenting to large groups

· Ability to communicate complex financial concepts in an easily understood manner

· Proficient in retirement plan rules, design, and compliance requirements

· Excellent verbal and written communication skills

· Detail-oriented – a high level of attention to detail is required

· A high level of time management, initiative, accountability, and prioritization skills

· Ability to be organized, problem-solve, and be solution-oriented under pressure

· Ability to adhere to the firm’s Core Values

· Strong team player with the ability to work effectively with people of all positions

REQUIRED QUALIFICATIONS:

· Minimum one year of experience as a licensed financial services professional.

· Undergraduate degree or equivalent combination of training and experience.

· Ability to complete the Securities Industry Essentials (SIE) exam, obtain life & health insurance licenses, and obtain Series 6 & 63 FINRA licenses.

· Legally authorized to work in the United States

· Ability to clear a criminal background check

· Occasional travel is required for client meetings and firm retreats.

PREFERRED QUALIFICATIONS:

· Retirement plan or employee benefit sales/service experience

· Experience with financial planning and wealth management

· Experience with Microsoft Office software

LOCATION:

Milwaukee, WI

WORK ENVIRONMENT:

This role routinely uses standard office equipment such as laptop computers, Zoom, copy/fax, and smartphones. Occasionally the role will require driving to a client’s place of business to meet with employees.

Pay: $75,000.00 - $110,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Matching gift program
Paid time off
Parental leave
Referral program
Retirement plan
Vision insurance

Work Location: Hybrid remote in Milwaukee, WI 53202

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Refine Your Search

Work Group Advisor jobs in Wisconsin

Retirement Plan Education Specialist

Administrative Assistant

Assistant Director Practice Management

Health Insurance Advisor (ACA focus)

Principal, Field Performance

Night Youth Advisor

Advisor

PLANNING ASSISTANT II - COLLEGE AND CAREER CENTER

GSSF Advisor

Learning Support Specialist

Managing Technician

Career Advisor - Career Services

Application Developer II (Support)

Academic Program Manager

Advisor

26-27 Interventionist - Southgate Campus

Pre-College Program Advisor

Team Member Relations Specialist

Managing Technician

Grace Scholar Advisor

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