Retirement Specialist - Sage Rutty
Compensation
$50k – $65k /yr
Employment type
Full-time
Work setting
On-site
Location
Rochester, NY
Schedule
Day shift
Posted
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Job overview
The Retirement Specialist is a full-time onsite role based in Rochester, NY, with an annual salary range of $50,000 - $65,000. This position supports the retirement plans team at Sage Rutty, a locally-owned financial services firm. The role assists corporate clients with developing, implementing, and maintaining retirement plan programs. It exists to provide fiduciary support, manage plan onboarding, and ensure client satisfaction.
What you'll do
- Assist clients with questions, prepare for fiduciary meetings, perform fund analysis, manage 401(k) onboarding, and support marketing efforts.
What we're looking for
- Skills & competencies
- full-timeday shiftrochester nyfinanceretirement specialist401konsite$50k-$65kfinancial servicesclient support
- Work arrangement
- Weekend coverage required
Benefits & perks
- Highly competitive compensation and benefits package, professional growth and development.
Why this role
Oldest locally-owned financial services firm in Rochester; ranked as a best place to work.
About the employer
Delibert Employment Solutions is hiring for this role. Industry: Pension Funds. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Pension Funds
- Occupation code
- 13-2051.00
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Listing ID: 02be7c82-46c4-4d4d-9e73-674cd2f439be