Midwest Capital Advisors
Midwest Capital Advisors is seeking a proactive Associate Retirement Plan Adviser to support its defined contribution retirement plan practice. The role involves coordinating plan services, acting as a liaison with clients and recordkeepers, handling participant inquiries, and assisting with client documentation and meetings. The position offers training, mentorship, and potential growth into a lead advisory role without initial sales responsibilities.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Midwest Capital Advisors.
6% below the average for this role