Job Overview: Are you passionate about helping clients navigate their retirement savings options? We are seeking a Defined Contribution Account Manager to oversee and manage retirement accounts for individuals in Cypress, Texas.

Job Details: As a Defined Contribution Account Manager, you will be responsible for providing personalized guidance and support to clients regarding their retirement plans. You will analyze investment options, monitor account performance, and ensure compliance with regulatory requirements.

Responsibilities:

• Develop and maintain client relationships.
• Conduct regular reviews of client accounts.
• Assist clients in making informed decisions about their retirement savings.
• Collaborate with internal teams to address client needs.
• Stay updated on industry trends and regulations.

Requirements:

• Bachelor's degree in Finance or related field.
• Series 7 and 63 licenses.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.

Benefits:

• Competitive salary and benefits package.
• Opportunities for professional growth and development.
• Work-life balance initiatives.

Other Details: This role offers a rewarding opportunity to help individuals plan for their financial future in Cypress, Texas. Join our team and make a difference in the lives of our clients.

We welcome dedicated individuals who are committed to financial wellness and client satisfaction. Apply now and embark on a fulfilling career as a Defined Contribution Account Manager.