401(k) Specialist

Kestra Financial Independent Advisor(8 months ago)

HybridFull TimeSenior$114,363 - $154,227 (estimated)Retirement Plan Administration

About this role

A 401(k) Specialist at Kestra Financial Independent Advisor administers and oversees client retirement plans, ensuring alignment with regulatory requirements and accurate plan records. The role acts as a client-facing resource for plan sponsors and participants while coordinating with internal teams to support plan operations. It supports the firm's delivery of retirement benefits and client-focused advisory services.

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Required Skills

ERISA Compliance
IRS Regulations
Plan Administration
Recordkeeping
Reporting
Client Communication
Analytical Thinking
Problem Solving
Microsoft Office
Time Management

Qualifications

Bachelor's Degree in Finance or Business

About Kestra Financial Independent Advisor

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