Jobs
>
Portland

    Associate Retirement Plan Consultant - Portland, United States - Multnomah Group, Inc.

    Multnomah Group, Inc.
    Multnomah Group, Inc. Portland, United States

    2 weeks ago

    Default job background
    Description
    Position Overview
    The Associate Consultant role provides support to the firm's lead consultants and consults with retirement plan clients on fiduciary governance, investments, recordkeeping vendor oversight and plan operation issues. The Associate Consultant role is designed to bridge experienced analysts from an analyst role into a lead consultant role by developing progressive responsibilities for client service within a consulting team overseen by the team's lead consultants. The Associate Consultant guides clients in the ongoing fiduciary oversight of their retirement program by delivering the firm's standard deliverables consultant with the Plan Forward consulting philosophy and the firm's Annual Fiduciary Program.

    Primary Responsibilities
    • Attend client meetings
      • Attend all client workgroup and committee meetings for clients of the assigned consulting team
      • Deliver a component of the meeting at each committee meeting
      • Write meeting minutes for each client meeting
    • Interface with the centralized support services teams to implement client decisions
      • Create and update business processes to reflect client decisions
      • Initiate internal workflows
      • Update CRM to reflect client decisions
      • Maintain CRM with client changes
    • Develop consulting skills to present standardized client deliverables
      • Tax progressive ownership in delivering standardized client deliverables to clients
    Minimum Qualifications
    • Deep technical knowledge in one area of our core technical expertise (fiduciary governance, investments, recordkeeping oversight, or plan operations) as demonstrated by industry designations, education or experience
    • Generalist technical knowledge in other areas of our core technical expertise (fiduciary governance, investments, recordkeeping oversight, or plan operations) as demonstrated by industry designations, education, or experience
    • Passage of series 65 exam
    • Senior Analyst level or equivalent work experience
    Compensation and Benefits
    • Compensation is commensurate with experience
    • 401(k) Plan with 3% Safe Harbor contribution plus annual discretionary profit-sharing contributions
    • 100% of employee's medical and dental insurance premiums
    • Unlimited paid time off
    • Flexible spending plan for medical, dependent care, and transportation expenses
    • Tuition reimbursement plan
    Firm Overview

    Multnomah Group is a 100% fee-for-service consulting firm. We serve our investment consulting clients as fiduciaries to their plan. Our focus within the retirement plan marketplace and our conflict-free structure, paired with our forward-thinking, comprehensive solutions, enable us to serve as a partner for clients. Plan sponsors are required to deal with complicated subject matter and we work to unravel that complex information and create clear pathways and smart strategies for their retirement plan program.

    At Multnomah Group, we want to grow and develop our people by providing an environment that fosters their personal development and professional growth. Our team has the flexibility to make work and life coexist in a balanced way. It's a culture that allows us to attract and retain skilled professionals that bring their passion and expertise to making retirement plans more effective. We are very proud that our commitment to cultivating our culture for our team is demonstrated by three consecutive years being included on the Best Places to Work for Financial Advisers by InvestmentNews.

    We are comprised of individuals from diverse backgrounds and with different experiences, but it's only through collaboration that we are successful for our clients. Our company is structured around consulting teams which provide our clients access to all of the resources of the company, and throughout the year we gather our full team together to share ideas and experiences (and usually a lot of food). Our collaboration has been noted through more than three year's being listed as a NAPA Top DC Plan Advisor Teams. This list highlights the nation's leading retirement plan advisor firms.


  • Multnomah Group, Inc. Portland, United States

    Position Overview · The Retirement Plan Consultant role is responsible for building and maintaining client relationships by providing outstanding client service and advice to the firm's clients. The Consultant guides clients in the ongoing fiduciary oversight of their retirement ...


  • Multnomah Group Portland, United States

    Job Description · Job DescriptionPosition Overview · The Retirement Plan Consultant role is responsible for building and maintaining client relationships by providing outstanding client service and advice to the firm's clients. The Consultant guides clients in the ongoing fiducia ...


  • Multnomah Group Portland, United States

    Job Description · Job DescriptionPosition Overview · The Associate Consultant role provides support to the firm's lead consultants and consults with retirement plan clients on fiduciary governance, investments, recordkeeping vendor oversight and plan operation issues. The Associa ...


  • Multnomah Group, Inc. Portland, United States

    Position Overview · The Retirement Plan Consultant role is responsible for building and maintaining client relationships by providing outstanding client service and advice to the firm's clients. The Consultant guides clients in the ongoing fiduciary oversight of their retirement ...


  • Multnomah Group, Inc. Portland, United States

    Position Overview · The Associate Consultant role provides support to the firm's lead consultants and consults with retirement plan clients on fiduciary governance, investments, recordkeeping vendor oversight and plan operation issues. The Associate Consultant role is designed to ...


  • EPIC RPS Portland, United States

    This job includes a base rate plus commissions. Total potential annual earnings $68,072 - $110,000. Responsible for driving the growth of our company through new client acquisition including developing new advisor and CPA relationships through marketing, sponsoring or co-sponsori ...


  • Titan Innovations Portland, United States

    The Chamber of Crafts Düsseldorf represents the interests of its approximately members in the chamber district. Our aim is to be both a driving force and a knowledgeable companion in the technical, economic and social change, whether in vocational training and qualification of cr ...


  • Gee Automotive Companies Portland, United States Full time

    "> Ron Tonkin Acura, the premier Acura dealership in Portland, is hiring experienced Luxury Car Sales Consultants to join our Sales team. Our dealership has been a long-standing pillar in the automotive industry and there has never been a better time to join our dealership Due t ...


  • Soundview Consultants LLC Portland, United States

    Soundview Consultants is a well-respected Environmental Consulting Firm with 15 years of serving our clients and communities. Our offices located in Gig Harbor and Mt. Vernon, Washington and Portland, Oregon, are focused primarily on natural resources assessments, environmental p ...

  • Weatherby Healthcare

    Locum Physician

    2 weeks ago


    Weatherby Healthcare Portland, United States Full time

    Weatherby can help you build a custom career plan, with multiple positions available for you today. Call us for specific details on your future job today.BC required · 12-hour shifts · DEA needed · Paid malpractice insurance; pre-paid travel and housing expenses · Assignment deta ...


  • Multnomah County Portland, United States Full time

    Current employees: Please apply through the employee portal to be considered for this opportunity. · Pay Range: · $ - $ HourlyDepartment: · Health DepartmentJob Type: · Regular RepresentedExemption Status: · United States of America (Non-Exempt)Closing Date (Open Until Filled if ...


  • Weatherby Healthcare Portland, United States OTHER

    Weatherby can help you build a custom career plan, with multiple positions available for you today. Call us for specific details on your future job today.Must have active state license · BC or BE required · Weekdays, Days, No call · BLS required · Lumbar puncture required · Crede ...

  • Experis

    Lead Designer

    4 weeks ago


    Experis Portland, United States permanent

    Job Title – Lead Designer · Our client in Portland is looking to add an experienced Interior Designer to add to their established team. Responsibilities include specifications of commercial office furniture and systems products within design, space planning and layout. · What's i ...


  • Philips Portland, United States Full time

    JOB DESCRIPTION Job Title · Clinical Solutions Delivery Consultant - Patient Monitoring (Remote/Travel: CT/ NY/ MA/ RI) Job Description · Clinical Solutions Delivery Consultant (Patient Monitoring) – New England · Impact the use, adoption and optimization of patient monit ...

  • Weatherby Healthcare

    Locum Physician

    2 weeks ago


    Weatherby Healthcare Portland, United States Full time

    Weatherby can help you build a custom career plan, with multiple positions available for you today. Call us for specific details on your future job today.Willing to wait for license · BC required · Weekdays, Days · Prefer 5 days in a week but will consider 4 days · patients per d ...


  • LocumJobsOnline Portland, United States Full time

    LocumJobsOnline is working with Weatherby Healthcare to find a qualified Urgent Care NP in Maine · Pay Information · $70 to $90 per hour · About The Position · Enjoy the locum tenens lifestyle knowing Weatherby is here to support you every step of the way. Call and speak to one o ...


  • LocumJobsOnline Portland, United States Full time

    LocumJobsOnline is working with Weatherby Healthcare to find a qualified Orthopedic Surgery NP in Portland, Oregon, 97213 · Pay Information · $85 to $105 per hour · About The Position · Weatherby can help you build a custom career plan, with multiple positions available for you t ...

  • LocumJobsOnline

    Locum Physician

    5 days ago


    LocumJobsOnline Portland, United States Full time

    LocumJobsOnline is working with Weatherby Healthcare to find a qualified Neurology MD in Portland, Oregon, 97225 · About The Position · Weatherby can help you build a custom career plan, with multiple positions available for you today. Call us for specific details on your future ...


  • Withum Portland, United States

    Looking to work at a firm that encourages a work life balance and a path to Partnership? · WithumSmith+Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today's modern business landscape. With ...


  • Armor Healthcare Portland, United States Part time

    Responsibilities · Supervises and manages the daily operations of the prescribing of psychotropic medications to the mentally ill population; serves on committees as appropriate and conduct staff in-service training. · Assesses patient's mental status and medical needs; based up ...