Nebraska Licensed Retirement Plan Manager

Job Summary

A company is looking for a Retirement Plan Manager (Remote).

Key Responsibilities

• Serve as the primary contact for retirement and wealth planning clients, ensuring high-quality service
• Oversee daily operations of various retirement plans, ensuring accuracy and compliance
• Coordinate client meetings and deliver participant education sessions while maintaining organized records

Qualifications and Requirements

• 5+ years of experience in retirement plan management or services
• Active Nebraska Life & Health Insurance License
• Series 6 or Series 7 and Series 63/65/66 licenses required
• Bachelor's degree in Business, Finance, or a related field
• Strong knowledge of retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h)