Retirement Plan Specialist Job at Voya Financial (Fresno)

Tax-Free Retirement Financial Services Specialist

We need a Tax-Free Retirement Financial Services Specialist to help clients plan...

Location

Salary:

Not provided

Tenth Mountain

Expiration Date

Until further notice

Requirements

Life insurance license
Strong communication, organizational, and consultative selling skills
Interest in financial planning and retirement strategies
Ability to work independently and manage your schedule

Job Responsibility

Conduct virtual client meetings to understand retirement goals
Present and explain tax-free retirement options, including IUL products
Assist with applications, follow-ups, and policy delivery
Maintain contact with clients and provide periodic reviews
Stay current on insurance products, tax law impacts, and retirement planning trends

What we offer

100% commission-based income with bonuses
Remote position with flexible work hours
Training and professional development provided
Advancement opportunities for high performers
Warm leads—no cold prospecting

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4 to 6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
demonstrated success in business development, client acquisition, and relationship deepening
robust understanding of investment products, wealth strategies, and financial planning tools
excellent interpersonal, analytical, and communication skills
ability to work both independently and as part of a collaborative team
mandatory certifications required for advising on financial products in Singapore
willingness to travel locally for client engagement when necessary

Job Responsibility

design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
conduct regular reviews to ensure client strategies evolve with changing needs
partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
stay current with market trends, investment opportunities, and regulatory changes
translate insights into actionable advice that supports clients’ wealth goals
organize exclusive client events to enhance engagement and deliver valuable market perspectives
ensure full compliance with KYC/AML, regulatory, and internal policies

Fulltime

Director, Business Development

Under general direction with a high level of autonomy, uses extensive knowledge ...

Location

United States

Salary:

100000.00 - 140000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Business Administration, Bachelor’s: Marketing
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Knowledge of fundamental concepts, principles and practices of the company sponsored retirement plan industry
Skill in identifying the needs of plan sponsors through effective questioning and listening techniques
Skill in supporting advisors in efforts to grow their business
Skill in organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Skill in preparing and delivering clear, convincing, and professional sales presentations to small and large audiences
Skill in problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
Skill in analyzing business processes and identifying process improvement opportunities

Job Responsibility

Create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory
Lead projects, programs or processes with significant business impact involving cross-functional teams
Develop tactical plans and complete complex assignments with substantial latitude for unreviewed actions or decisions
Provide comprehensive solutions to complex problems or needs
Build and maintain relationships with financial advisors to generate revenue within a specific territory
Identify, qualify and engage with retirement plan specialist advisors in territory
Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory
Assist with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows
Develop and implement business plans for the territory to deliver on sales goals
Present sales activities at weekly meetings

Fulltime

Institutional Fiduciary Solutions Consultant

Provide insights and make recommendations to optimize new product launches, dist...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s degree (B.A.) in a related field with zero (0) to two (2) years of experience in the financial, retirement and estate planning field or in marketing these services
Any equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 or ability to obtain within one (1) year of hire
Life Insurance license or ability to obtain within one (1) year of hire
Series 66 or ability to obtain within two (2) years of hire
Chartered Retirement Plan Specialist (CRPS) designation or ability to obtain within one (1) year of hire
Knowledge of Economic and accounting principles and practices, the financial markets, investments and insurance based products
Knowledge of Investment governance issues relating to Foundations, Endowments, as well as, Retirement Plans
Knowledge of Concepts and regulations related to retirement plans

Job Responsibility

Responds to FA questions by telephone, email and occasional personal visits
Serves as a resource for FAs for plan analysis or comprehensive solutions for their institutional clients and prospects
Provides plan design review and third party plan administration recommendations
Assists in development of investment policy statements
Evaluates overall individual and employer-based retirement needs, researches various options, and provides plan alternatives
Evaluates client and prospect investment processes and investments and create detailed analysis and recommendations for investment implementation
Provides regulatory updates
Researches and provides recommendations related to vendor selection
performs some due diligence of vendors
Conducts research as needed

Fulltime

Personal Finance Advisor / Certified Financial Planner

Join our team as a personal financial advisor (CFP®) and help shape the future o...

Location

India , Noida

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

Several years of client-facing experience as a Financial Planner/Advisor, Personal Financial Consultant, or similar role serving mainstream households (W-2 income, standard employer retirement plans, common debts, and insurance needs)
Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management for everyday clients
CFP® certification strongly preferred (or CFP exam passed with relevant experience), though ChFC or other credentials considered when paired with substantial practical experience
Exceptional written and verbal communication skills, able to explain tradeoffs in simple, reassuring language
High professional integrity, strong compliance orientation, and commitment to a fiduciary/client-first standard
Hands-on experience with standardized planning processes and a proactive approach to financial problem-solving

Job Responsibility

Review realistic financial planning scenarios that reflect everyday client conversations, covering budgets, emergency funds, debt payoff, retirement planning, and more
Evaluate AI-generated advice for suitability, clarity, and practicality for mainstream and mass-affluent households
Detail how you would conduct advisory conversations — including question frameworks, goal prioritization, and tradeoff discussions (e.g., mortgage payments vs. 401(k) matching, debt repayment vs. investing)
Articulate actionable decision rules and rules of thumb used with real clients (such as cash reserve targets or savings-rate benchmarks)
Deliver written feedback to refine AI explanations, next steps, and tradeoff framing — focusing on clear, empathetic language for non-experts
Identify compliance and risk considerations, advising when to stay within scope or refer to other specialists (CPA, attorney, insurance)

Senior Retirement Plan Specialist

The Senior Retirement Plan Specialist requires advanced expertise in qualified r...

Location

United States , Saint Petersburg; Memphis; Southfield

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Advanced expertise in qualified retirement plans and IRAs gained through extensive experience, specialized training, and/or certification
Knowledge of rules and regulations of the IRS and DOL pertaining to IRAs and qualified plans
Knowledge of fundamental financial planning and investment concepts, practices and procedures used in the securities industry
Knowledge of principles of securities industry operations and financial services and products
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) (certification)
Travel Less than 25%

Job Responsibility

Actively participate in department and cross‑functional projects, contributing subject‑matter expertise on customer processes, regulatory requirements, operational workflows, and IRS‑related rules or documentation standards
Identify and report instances of noncompliance with organizational policies, regulatory guidelines, and/or IRS‑related rules, escalating issues appropriately
Provide advanced product and service information, incorporating regulatory or IRS‑specific detail when relevant, and respond to complex customer questions
Manage and resolve escalated customer issues with a high degree of independence and judgment
provide managerial approvals and regulatory compliance checks as required
Deliver a consistently high‑quality service experience while identifying opportunities to support business retention, improve operational processes, or enhance compliance
Operates with full competence and independence in delivering high‑quality services that meet operational, regulatory, and IRS‑related requirements
may provide technical guidance or training to others
Fully proficient in aligning organizational processes with customer needs while ensuring adherence to regulatory expectations and project deliverables
Demonstrates strong ability to translate customer requirements into business language and processes, incorporating compliance, documentation, and IRS‑appropriate considerations

Fulltime

Compensation & Benefits Specialist

We are looking for a skilled Compensation & Benefits Specialist to join our team...

Location

United States , Indianapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in benefits administration and retirement program management
Strong understanding of federal and state regulations related to employee benefits
Proficiency in HRIS systems and related reporting tools
Advanced skills in Microsoft Excel, Word, and Access
Excellent communication and vendor management abilities
Familiarity with compensation practices, including salary adjustments and market alignment
Knowledge of retirement savings plans, such as 403(b) and 401(a) programs
Ability to manage multiple priorities while maintaining attention to detail

Job Responsibility

Administer employee benefit programs, including health, dental, vision, life insurance, disability, and related offerings
Serve as the primary point of contact for retirement plan administration, including 403(b) and 401(a) programs
Collaborate with vendors to resolve issues, enhance processes, and ensure effective communication
Monitor compliance with federal and state regulations related to benefits and retirement programs
Provide support for compensation tasks such as salary adjustments, job documentation, and market research
Assist employees with retirement inquiries, plan changes, and educational resources
Partner with HR leadership on benefits-related initiatives, including open enrollment planning and communication
Contribute to strategic improvements and process enhancements within the HR department
Maintain accurate records and reporting for benefits enrollments and changes
Participate in audits, reporting needs, and compliance activities with retirement plan vendors

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Compensation & Benefits Specialist

We are looking for a skilled Compensation & Benefits Specialist to join our team...

Location

United States , Indianapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in benefits administration and retirement program management
Strong understanding of federal and state regulations related to employee benefits
Proficiency in HRIS systems and related reporting tools
Advanced skills in Microsoft Excel, Word, and Access
Excellent communication and vendor management abilities
Familiarity with compensation practices, including salary adjustments and market alignment
Knowledge of retirement savings plans, such as 403(b) and 401(a) programs
Ability to manage multiple priorities while maintaining attention to detail

Job Responsibility

Administer employee benefit programs, including health, dental, vision, life insurance, disability, and related offerings
Serve as the primary point of contact for retirement plan administration, including 403(b) and 401(a) programs
Collaborate with vendors to resolve issues, enhance processes, and ensure effective communication
Monitor compliance with federal and state regulations related to benefits and retirement programs
Provide support for compensation tasks such as salary adjustments, job documentation, and market research
Assist employees with retirement inquiries, plan changes, and educational resources
Partner with HR leadership on benefits-related initiatives, including open enrollment planning and communication
Contribute to strategic improvements and process enhancements within the HR department
Maintain accurate records and reporting for benefits enrollments and changes
Participate in audits, reporting needs, and compliance activities with retirement plan vendors

What we offer

Medical, vision, dental, and life and disability insurance
Eligible to enroll in our company 401(k) plan

Retirement Plan Specialist

Voya Financial

Location:
United States , Fresno

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
May 04, 2026

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