Top 221 planner Jobs in olathe ks

Director of Retirement Plan Services
Insight Financial Services —Overland Park, KS
- $90,000 - $110,000 a year
- Email
- Spanish
- 7 years
- Office
- Paid holidays
- Disability insurance
Quick Apply
7d
Senior Financial Planner
Nova R Wealth —Overland Park, KS
- $85,000 - $160,000 a year
- Full-time
- 5 years
- Office
- In-person
- Health insurance
- 401(k)
Quick Apply
Financial Planning Academy for Graduating Seniors
Northwestern Mutual —Olathe, KS
- $65,000 - $130,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Production Manager/Line of Product Manager
Fill-Rite Company —Lenexa, KS
- $80,000 - $90,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Wealth Planner
Nold Bryant —Kansas City, MO
- $75,000 - $150,000 a year
- Email
- Remote
- Data analysis skills
- 3 years
- Finance
- Health insurance
- Dental insurance
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Production Supervisor - Conventions & Trade Shows
Liberty Exposition Services —Kansas City, MO
- $24 an hour
- 8 hour shift
- Clean driving record
- Customer service
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
US E-ES Lead, Paid Media Business Planning, One Paid Media
Deloitte —Kansas City, MO
- $80,400 - $132,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Travel
4d
Fabrication Manager
Steel Manufacturing and Warehouse Company —Kansas City, KS
- $65,000 - $95,000 a year
- Full-time
- 5 years
- High school diploma or GED
- Warehouse
- Health insurance
- Dental insurance
Quick Apply
10d
Lifestyle Coordinator / Event Planner – Active Adult Community (55+)
Price Brothers —Overland Park, KS
- $18 - $19 an hour
- Weekends as needed
- Mid-level
- Residential
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Associate Wealth Planner
Nold Bryant —Kansas City, MO
- $50,000 - $100,000 a year
- Full-time
- Remote
- Data analysis skills
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Director of Operations
Randstad —Belton, MO
- $150,000 - $170,000 a year
- Military
- No degree
- Military encouraged
- AD&D insurance
- Disability insurance
Quick Apply
10h
Discharge Planner - PT 8 hours a week - Tues- Friday, before 5pm - $32 per hour
Advanced Correctional Healthcare —Kansas City, MO
- $32 an hour
- Overtime
- BLS Certification
- HIPAA
- Mid-level
Quick Apply
2d
Party & Event Host
Michaels Stores —Olathe, KS
- Part-time
- Merchandising
- Working with children
- Organizational skills
- Health insurance
- Dental insurance
Director, Relationship Events (Gala)
Alzheimer's Association —Overland Park, KS
- $80,000 - $92,000 a year
- Weekends as needed
- Clean driving record
- Mid-level
- Office
- Paid holidays
- Disability insurance
Supply Planner 1
Garmin International, Inc. —Olathe, KS
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Tradeshows & Events Specialist 1
Garmin International, Inc. —Olathe, KS
- From $25,000 a year
- Weekends as needed
- Carpentry
- Microsoft Excel
- Oracle
Supply Planner 2
Garmin International, Inc. —Olathe, KS
- Full-time
- Mid-level
- Office
- Bachelor's degree
(USA) Senior Manager, Production Planner - Manufacturing
Walmart —Olathe, KS
- $116,000 - $174,000 a year
- High school
- 3 years
- Bachelor's degree
- Paid jury duty
- Disability insurance
Coordinator - Events & Activations
Kansas City Royals —Kansas City, MO
- Extended hours
- Marketing
- Inventory management
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Financial Planner
WealthBridge Financial Group —Olathe, KS
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply

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Director of Retirement Plan Services

Insight Financial Services -
Overland Park, KS

Quick Apply

Job Details

Full-time
$90,000 - $110,000 a year
7 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Life insurance

Qualifications

Benefits administration
Record keeping
Regulatory compliance
Process improvement
Managing clients in a customer support role
Industry knowledge of financial regulations
Relationship management
Meeting facilitation
Financial services
CRM system proficiency
Productivity software
Legal compliance
Technical Proficiency

Full Job Description

About Us:
We are a full-service, fee-based financial planning firm located in Overland Park, KS. Our clients are among the Nation’s most prestigious professionals and business owners. Our team is cohesive, comprehensive, fast paced, and professional. Together, we set up and manage retirement plans for our corporate clients, providing an extraordinarily high level of service.

Candidate Description:
We are seeking a dedicated Retirement Plan Relationship Manager to serve as a primary point of contact for our plan sponsors and participants. In this role, you will help clients navigate the complexities of 401(k), 403(b), 457(b)(f), and other retirement plan types, ensuring a seamless experience from plan set-up to ongoing management.You will work cross-functionally with recordkeeping, compliance, and operations teams to resolve inquiries, support plan administration, and uphold regulatory standards with accuracy and care.We need someone who can take charge and play an active role managing our 30+ retirement plans (and growing). The financial services business is fast and ever-changing; the ability to manage multiple projects and coordinate follow-up is extremely important. It is imperative that you manage your job duties with minimal supervision.

Key Responsibilities:

Provide service support for new and existing retirement plans.
Respond quickly to inbound inquiries from plan sponsors and participants via phone and email.
Guide plan sponsors through plan documents, annual nondiscrimination testing (ADP/ACP), and compliance requirements under ERISA and IRS regulations.
Plan review scheduling and preparation.
Investment committee meeting scheduling and preparation.
Coordinate the following with the Recordkeepers and TPA’s:
- Plan review meetings
- Investment committee meetings
- Plan design changes
- Investment menu updates
- 5500 preparation and completion
- Plan amendments
Provide technical support with plan design, fee structure, and operations.
Request and prepare vendor proposals managing an RFP process.
Coordinate with the recordkeeper and TPA operation teams to resolve issues and processing data.
Document all participant and plan sponsor interactions thoroughly in the CRM system.
Identify process improvement opportunities and escalate complex cases to senior specialists or legal/compliance as appropriate.
Prepare meeting minutes following plan reviews and investment committee meetings.
Implement action items.
Debrief with advisors after client meetings to develop action plans for design and implementation.
Provide quarterly investment monitoring reports to plan sponsors.
Participate in ongoing training to stay current with changing regulations and plan design trends.

Qualifications Required:

7+ years of experience in retirement plan administration, recordkeeping, and financial services.
Ability to manage a high volume of inquiries with accuracy and composure.
Experience with recordkeeping platforms (Empower, Fidelity, Voya, Transamerica).
Working knowledge of ERISA and Non-ERISA plans, including IRS regulations as it pertains to retirement plans (401k, 403b, 457, DB, 409A).
Familiarity with SECURE 2.0 Act provisions.
Strong written and verbal communication skills.
Proficiency with Microsoft Office and CRM platforms.
Bilingual in Spanish is a plus.

What We Offer:

Salary range of $90,000 - $110,000 per year based on experience.
Comprehensive benefits including medical, dental, disability, and life insurance.
401(k) with employer match.
Paid Holidays.
PTO schedule.
We are currently seeking candidates who can work on-site at our Overland Park office. This allows our team to collaborate seamlessly, foster our in-person company culture, and work directly together on key initiatives.

For those interested, please submit inquiries and resume to [email protected].

Pay: $90,000.00 - $110,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

planner jobs in olathe ks

Director of Retirement Plan Services

Senior Financial Planner

Financial Planning Academy for Graduating Seniors

Production Manager/Line of Product Manager

Wealth Planner

Production Supervisor - Conventions & Trade Shows

US E-ES Lead, Paid Media Business Planning, One Paid Media

Fabrication Manager

Lifestyle Coordinator / Event Planner – Active Adult Community (55+)

Associate Wealth Planner

Director of Operations

Discharge Planner - PT 8 hours a week - Tues- Friday, before 5pm - $32 per hour

Party & Event Host

Director, Relationship Events (Gala)

Supply Planner 1

Tradeshows & Events Specialist 1

Supply Planner 2

(USA) Senior Manager, Production Planner - Manufacturing

Coordinator - Events & Activations

Financial Planner

I want to receive the latest job alert for planner in olathe ks

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