Client Executive, MJ Retirement

About the job

Education

• Bachelor’s degree in Business, Finance, Economics, or a related field preferred; equivalent experience will also be considered.
• Professional designations:
  • CPFA, QKA, CRPS, or equivalent preferred.
  • FINRA Series 6/7/65/66 licenses are strongly preferred.
    • Candidates without the required licenses must obtain the Series 65 within the first 120 days of employment.

Knowledge & Experience

• 5–10 years of experience in retirement plan services or sales, including direct client-facing responsibilities.
• Experience with retirement plan recordkeeping, investment platforms, and compliance requirements is required.
• Strong understanding of financial analysis and reporting.
• Ability to manage multiple client relationships in a fast-paced environment.

Technical functions

• Proficiency with Microsoft 365, Power BI and data management tools.
• Strong written and verbal communication skills, including public speaking.
• Strong mathematical and analytical skills.
• Excellent organizational and time management skills, with the ability to multitask and prioritize effectively.
• Familiarity with CRM platforms like Microsoft Dynamics and HubSpot