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Overview
Get in on the ground floor with a fast-growing, VC-backed tech company that is redefining the traditional 401(k) Advisor Role! Leverage AI and custom payroll integrations to provide your clients with fully automatic 401(k) and scalable financial wellness without changing providers. Founded by experts who transformed the 401(k) for Fortune 500 companies, we’re backed by prominent venture capital and financial technology veterans who share our vision of bringing institutional quality investments to everyday Americans.
Your Opportunity
As an Associate Retirement Consultant, you’ll turn our current clients into raving fans. You'll own the ongoing relationship with our clients and be the primary point person for all client contact. That means you'll be responsible for working with the client, the operations team, and the rest of the client services team to deliver above-and-beyond service from the moment a plan goes live on our platform. You'll also serve as the voice of the client to our product and engineering team and help drive forward new initiatives and features to improve the client experience going forward. In short, you’ll be a co-creator of the client-facing side of ForUsAll. The right fit for this role is someone who is not afraid to take initiative and ownership of their work. This person possesses a genuine passion and eagerness to deepen their knowledge of the 01k industry and have a proven track record of cultivating and maintaining robust client relationships, demonstrating an exceptional ability to connect and built trust.
What's Expected from You:
Qualifications Requirement:
Benefits:
Additional Information
For candidates based in the San Francisco Bay Area, this position offers a flexible hybrid work model. Applicants outside this region will have the opportunity to engage in a fully remote capacity.
ForUsAll is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status and operate in compliance with the San Francisco Fair Chance Ordinance.
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