Top 33 Financial Advisor Jobs in Reedsville, PA

Retirement Plan Compliance Manager
Conrad Siegel —Pennsylvania
- $85,000 - $105,000 a year
- Full-time
- Remote
- 5 years
- Finance
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Retirement Planning Advisor
Success Financial Solutions —State College, PA
- $55,000 - $95,000 a year
- Full-time
- Mid-level
- US work authorization
- Financial services
- Opportunities for advancement
- Flexible schedule
Quick Apply
CNB Bank, Wealth Partner
CNB Financial Corporation —State College, PA
- Full-time
- Background check
- Computer literacy
- Basic math
- Wellness program
- Paid holidays
Quick Apply
Partnership Executive/Investment Sales & Business Advisor
Fusion Growth Partners —United States
- $70,000 - $250,000 a year
- Full-time
- Remote
- Business development
- Presentation skills
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
12d
Regional Vice President of Sales (Lower Midwest)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
12d

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Financial Advisor jobs near Reedsville, PA

Retirement Plan Compliance Manager

Conrad Siegel -
Pennsylvania

Quick Apply

Job Details

Full-time
$85,000 - $105,000 a year

Benefits

Health insurance
401(k)
Paid time off
Flextime
Life insurance

Qualifications

Investment adviser registration
Economics
CFP
Finance
Bachelor's degree
Business

Full Job Description

Job Summary

At Conrad Siegel, the qualified candidate is a motivated, self-starter who has attained valuable industry experience allowing them to complete all job responsibilities independently and with merit. The Retirement Plan Compliance Manager reports to the Compliance Committee Chair and serves as an expert on retirement plan compliance. The individual will provide ERISA compliance support which includes, reviewing regulation changes, educating staff, and drafting forms. Other duties include working on summary plan descriptions, amendments, and plan documents.

Job Responsibilities

Draft, review, and manage forms and documents
Research questions and advise staff
Provide compliance training and education to staff
Assist with client correction work
Provide support to our internal Qualified Domestic
Relations Order (QDRO) team
Serve as an active member of the company’s
Compliance Committee
Review regulatory changes

Physical Requirements

While performing the responsibilities of this job, the employee must be able to sit for several hours at a time. The employee is regularly required to operate a computer and telephone. Work environment includes an indoor office with uniform temperatures.

Qualifications

Bachelor’s degree in Business, or related degree
Holds a retirement industry designation (CPC, QKA, etc.)
Minimum of 5 years’ experience working with retirement plans
Strong conceptual and research skills
Excellent written, oral, and interpersonal communication skills
Ability to work independently and as part of a team

Working Hours & Expectations

This position is full-time exempt and requires an average of 40 hours per week. This position is fully remote.

Compensation

Conrad Siegel offers a competitive salary that is commensurate with education and experience. We recognize the value of a work-life balance and provide a liberal flex-time policy, comprehensive benefits package, and retirement plan.

Job Type: Full-time

Pay: $85,000.00 - $105,000.00 per year

Benefits:

401(k)
Health insurance
Life insurance
Paid time off

Ability to Commute:

Pennsylvania (Required)

Ability to Relocate:

Pennsylvania: Relocate before starting work (Required)

Work Location: Remote

Quick Apply

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Financial Advisor jobs in Reedsville, PA

Retirement Plan Compliance Manager

Retirement Planning Advisor

CNB Bank, Wealth Partner

Partnership Executive/Investment Sales & Business Advisor

Regional Vice President of Sales (Northeast)

Regional Vice President of Sales (Lower Midwest)

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