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Investment Specialist
ABOUT US:
Founded in 1985 in Orlando, Florida, Fiduciary First is an exciting and unique service provider to ERISA Plan Sponsors seeking assistance with their internal fiduciary process. We are affiliated with SagePoint Financial,serving thousands of clients nationwide, both publicly-traded and privately-held, covering a broad range of industries.
See www.fiduciaryfirst.com for a review of our platform.
THE POSITION:
We are currently seeking an Investment Specialist to assist our existing retirement plan investment fiduciary efforts. Familiarity with DC and DB marketplace retirement products is a must and expertise in the use of mutual fund, regulation 404(c), benchmarking technology also important. CFA or other credentials a plus.
The candidate will be provided with full support...
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