Client Executive, MJ Retirement
The MJ Companies(19 days ago)
About this role
A retirement plan services specialist supporting institutional and individual retirement plan clients, emphasizing expertise in recordkeeping, investment platforms, and regulatory compliance. The role draws on 5–10 years of industry experience and interfaces with reporting, analytics, and client relationship functions.
Required Skills
- Retirement Services
- Sales
- Recordkeeping
- Investment Platforms
- Compliance
- Financial Analysis
- Reporting
- Client Management
- Microsoft 365
- Power BI
+6 more
Qualifications
- Bachelor’s Degree in Business, Finance, or Economics
- CPFA
- QKA
- CRPS
- FINRA Series 6
- FINRA Series 7
- FINRA Series 65
- FINRA Series 66
About The MJ Companies
themjcos.comThe MJ Companies is an insurance and financial-services firm offering comprehensive insurance, risk-management, and employee-benefits solutions. Positioning itself as “Your future in focus,” it aims to go beyond traditional coverage by delivering tailored, consultative services that help protect clients’ financial futures. The company serves both individuals and businesses with personalized planning, risk mitigation, and cost-management strategies. Clients are offered a broad suite of products and hands-on guidance designed to simplify coverage and improve outcomes.
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