Retirement Counselor jobs in Jacksonville, FL

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Retirement Sr Analyst
  • Citi
  • Jacksonville, FL OTHER
    • The Retirement Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
      Responsibilities:
      • Assists in developing and executing the firm's reward strategy, managing the key areas of reward, benefits and pensions, and liaise with third parties to develop a consistent best practice approach.
      • Ensures reward practices are compliant with the relevant regulatory recommendations and requirements.
      • Understands firm's different businesses and the related economics.
      • Manages responsibilities for a product or process.
      • Day-to-day operational execution, with occasional contribution to broader planning within area of expertise.
      • All other duties as assigned.
      • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

      Qualifications:

      • 5-8 Years of experience
      • Proficient in Microsoft Office with an emphasis on MS Excel
      • Ability to meet deadlines while dealing with multiple priorities.
      • Consistently demonstrates clear and concise written and verbal communication skills

      Education:

      • Bachelor’s/University degree or equivalent experience

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    Job Family Group:

    Human Resources

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    Job Family:

    Compensation & Benefits

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    Time Type:

    Full time

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    Primary Location:

    Jacksonville Florida United States

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    Primary Location Full Time Salary Range:

    $79,120.00 - $118,680.00


    In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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    Anticipated Posting Close Date:

    Nov 26, 2024

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    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

    View the "EEO is the Law" poster. View the EEO is the Law Supplement.

    View the EEO Policy Statement.

    View the Pay Transparency Posting

  • 2 Months Ago

G
Retirement Plan Specialist
  • Guidant Financial
  • Jacksonville, FL FULL_TIME
  • This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select...
  • 17 Days Ago

T
Counselor
  • The Salvation Army USA Southern Territory
  • Jacksonville, FL FULL_TIME
  • CounselorThe Salvation Army, an internationally recognized non-profit, faith basedorganization, has a job opening for Counselor.We offer competitive benefits including Health, Dental, Vision, and Hear...
  • 1 Month Ago

P
Counselor
  • Pace
  • Jacksonville, FL FULL_TIME
  • Starting Salary : $55,000SummaryAt Pace we transform girls’ lives through academic and counseling programs based on a gender-responsive, strength-based and trauma informed framework. Team members crea...
  • 3 Days Ago

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Actuarial and Investment Analyst – Institutional Retirement
  • Bank of America
  • Jacksonville, FL FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 2 Months Ago

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Senior Retirement Plan Document Analyst
  • Empower
  • Fernandina Beach, FL FULL_TIME
  • Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career p...
  • 2 Days Ago

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0 Retirement Counselor jobs found in Jacksonville, FL area

C
Onboarding Specialist
  • CSI Companies
  • Jacksonville, FL
  • Onboarding Specialist At CSI, our people make all the difference. We are actively seeking an Onboarding Specialist who i...
  • 1/19/2025 12:00:00 AM

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Project Architect
  • Dasher Hurst Architects
  • Jacksonville, FL
  • Dasher Hurst Architects is currently looking for Project Architects for our Jacksonville, FL-based practice. Ideal candi...
  • 1/19/2025 12:00:00 AM

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General Superintendent - Concrete
  • ONCORE Construction Consulting Group
  • Jacksonville, FL
  • Join Our Elite Team: Concrete Construction General Superintendent Are you an expert in concrete construction with a knac...
  • 1/19/2025 12:00:00 AM

S
LPN
  • Sunrise Senior Living
  • Jacksonville, FL
  • Sunrise Senior Living was again certified as a Great Place to Work® by Activated Insights. This is the 7th time Sunrise ...
  • 1/17/2025 12:00:00 AM

C
Travel Coordinator
  • CSI Companies
  • Jacksonville, FL
  • Travel Coordinator The CSI Companies is actively seeking a Travel Coordinator to join our HCIT Division in Jacksonville,...
  • 1/16/2025 12:00:00 AM

D
Information Security Risk Associate - Associate
  • Deutsche Bank
  • Jacksonville, FL
  • Job Title Information Security Risk Associate Corporate Title Associate Location Jacksonville, Florida Overview As a ris...
  • 1/16/2025 12:00:00 AM

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Automotive Technician - Holly Hill
  • Tire Outlet
  • Holly Hill, FL
  • Overview: Tire Outlet is more than a tire store. We’re a complete automotive repair business that offers a range of serv...
  • 1/8/2025 12:00:00 AM

C
Verizon Sales Consultant
  • Cellular Sales
  • Jacksonville, FL
  • Cellular Sales: Cellular Sales is Growing! Average and High-End Sales Consultants earn $65000 – $132000 +/ year Are you ...
  • 12/3/2024 12:00:00 AM

Jacksonville is the most populous city in Florida, the most populous city in the southeastern United States and the largest city by area in the contiguous United States. It is the seat of Duval County, with which the city government consolidated in 1968. Consolidation gave Jacksonville its great size and placed most of its metropolitan population within the city limits. As of 2017 Jacksonville's population was estimated to be 892,062. The Jacksonville metropolitan area has a population of 1,523,615 and is the fourth largest in Florida. Jacksonville is centered on the banks of the St. Johns ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Retirement Counselor jobs
$46,558 to $59,950
Jacksonville, Florida area prices
were up 1.5% from a year ago

Retirement Counselor
Build strong relationships with territory key-contacts, plan sponsor representatives and internal stakeholders in an effort to maximize the distribution and use of Empower services.
December 30, 2022
Assist clients in effectively consolidating outside financial accounts.
January 22, 2023
Supports on-site distribution events as needed.
February 01, 2023
Responds (both verbally and in writing) to inquiries, appointments, and walk-ins in a timely and courteous manner.
March 04, 2023
Obtains various forms of required member documentation and initiates retirement process.
March 07, 2023
Performs research of individual records to verify eligible compensation, service eligibility, previous refunds, re-deposits, and related activity.
March 21, 2023
Communicate effectively verbally and in writing.
March 27, 2023
Follow written and verbal instructions.
April 10, 2023