World Insurance Associates, LLC.
Associate, Advisor Relations - Pensionmark Financial Group
Financial Services - Pensionmark - Remote - Full Time
Associate, Advisor Relations - Pensionmark Financial Group, A World Insurance Associates Company
Location: Remote - United States
Position Objective, Typical Duties and Responsibilities
Pensionmark Financial Group is looking for an aspiring professional to join our team as an Associate of Advisor Relations. In this role, you will be responsible for supporting the Advisor Relations team and associated Committees. Your primary goal is to ensure that the company's financial products or services are effectively communicated to and through this network. Additionally, you will be assisting with the internal sales desk and special projects as needed.
Position Requirements
Compensation
The salary for this position generally ranges between $64,000--$76,000. This range is an estimate, based on candidate qualifications and operational needs. The firm also has a bonus program.
Perks & Benefits
About Pensionmark Financial Group
Pensionmark Financial Group is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, Pensionmark supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At Pensionmark, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for clients.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why Pensionmark?
Pensionmark Financial Group is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
1As of December 31, 2022, the Pensionmark network of advisors and firms collectively provides support to over $76.1 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $18.2 billion.
Location: Remote - United States
Position Objective, Typical Duties and Responsibilities
Pensionmark Financial Group is looking for an aspiring professional to join our team as an Associate of Advisor Relations. In this role, you will be responsible for supporting the Advisor Relations team and associated Committees. Your primary goal is to ensure that the company's financial products or services are effectively communicated to and through this network. Additionally, you will be assisting with the internal sales desk and special projects as needed.
- Work closely with the Pensionmark advisors and internal client teams to ensure timely and accurate execution of operational service and deliverables.
- Cultivate and enhance new and existing advisor relationships through active communication with clients, processing client requests, resolving inquiries, and documentation.
- Onboarding support of new and current branches within the network.
- Member of the sales desk including proposal generation, vendor relations, Request for Proposal (RFP) assistance, benchmarking support, etc.
- Proactively participate in firm initiatives directed by management.
- Available for special projects surrounding advisor support.
Position Requirements
- A Bachelor’s degree in business administration, economics, finance, or any other business-related major is preferred (but not required).
- Holds FINRA Series 6, 7 or 65 or willing to sit for exam upon employment.
- Minimum 3 years of experience in retirement plan, customer service, and/or relationship management.
- Ability to meet deadlines and work well under pressure in a remote environment.
- High energy, ethical professional who demonstrates confidence, accountability, and integrity with each interaction.
- Effectively manages and prioritizes multiple projects.
- High level of professionalism, detail, integrity, discretion, and good judgement.
- Clean Form U4 required.
Compensation
The salary for this position generally ranges between $64,000--$76,000. This range is an estimate, based on candidate qualifications and operational needs. The firm also has a bonus program.
Perks & Benefits
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Generous Paid Time Off Policy
- Paid Mental Health Days
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
- Fully Remote Work Opportunity
About Pensionmark Financial Group
Pensionmark Financial Group is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, Pensionmark supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At Pensionmark, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for clients.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why Pensionmark?
- Great company culture with an awesome team-oriented atmosphere!
- Mentorship Opportunities
- Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
- Professional growth opportunities
- Friendly and collaborative work environment
- Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering
Pensionmark Financial Group is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
1As of December 31, 2022, the Pensionmark network of advisors and firms collectively provides support to over $76.1 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $18.2 billion.
