ASSOCIATE MANAGER, FINANCIAL PLANNING - NYC
Company: ICMA-RC
Location: New York
Posted on: October 11, 2024
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Job Description:
Join a great place to work with MissionSquare Retirement, a
FINANCIAL SERVICES LEADER in public sector employee retirement
products and services. Headquartered in Washington, DC,
MissionSquare Retirement was founded to provide portable retirement
benefits for city and county managers, enabling accumulated
retirement assets to be transferred between employers. Today,
MissionSquare Retirement serves more than 1.5 million participant
accounts, and more than 9,000 retirement plans across the country.
We have an extraordinary talent base and invite you to consider
joining MissionSquare Retirement's Revenue & Sales team.
Present financial planning seminars at the Deferred Compensation
Plan Headquarters On-Site location and agency Work-site locations
of various NYC agencies. The goal is to establish The New York City
Deferred Compensation plan, (client of MissionSquare Retirement),
as the sole necessary resource for financial planning guidance in
advance of, and throughout retirement. Seminar presentations and
telephone calling campaigns serve as platforms with which to deepen
relationships with and retain plan participants as well as serve to
grow plan participation.
When requested by a plan participant, Associate Manager, Financial
Planning will create and deliver financial plans in person, with a
Financial Planning Manager present, at the headquarters location.
(Must be a Certified Financial Planner)
Essential Functions for this role include:
As a company, MissionSquare Retirement is an Equal Opportunity
Employer. We strive to create an environment that reflects the
value and diversity of our employees and fosters respect among
them. We believe that talent from diverse backgrounds will further
enhance our ability, and mission, to serve those who serve their
communities.
All qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, national origin, or
any other protected classifications under any applicable law.
Keywords: ICMA-RC, Jersey City , ASSOCIATE MANAGER, FINANCIAL PLANNING - NYC, Accounting, Auditing , New York, New Jersey
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