At Cetera, continuous process improvement with the goal of making things more efficient and providing a better experience for our advisors/client and demonstrating a mindset of owning and seeing issues through to completion/resolution. We value individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a team that is dedicated to excellence, then we believe that you will thrive in our organization. Cetera Retirement Plan Specialists is currently seeking a Retirement Plan Withdrawals Associate to add to our team.
This position will be located at one of our offices based in:
El Segundo, CA
Denver, CO
St. Paul, MN
Des Moines, IA
Dallas, TX
What you will do:
Review and process Loan and Distribution requests, both paper and online
Answer participant questions regarding their distribution availability
Provide professional communication to both internal and external parties
What you need to have:
Prior experience in a professional office environment
Prior experience in the financial industry helpful
Compensation:
The base annual salary range for this role is $42,000 to $47,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.