Retirement Counselor jobs in Macon, GA

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Retirement Plan Specialist
  • Guidant Financial
  • Macon, GA 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 states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

    The wage for this position is $23 per hour, equivalent to an annual salary of $47,840.

    Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you?

    For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.

    Our Values
    Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.

    Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.

    Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.

    Role Summary

    As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.

    What You'll Be Doing:

    • Work with clients to obtain necessary information to prepare the annual reporting
    • Review documents submitted by clients for completeness and accuracy
    • Reconcile plans with only rollovers and plan stock using Excel and administration software
    • Utilize administration software to complete 401(k) testing and reporting
    • Make outgoing reminder calls and send emails to clients during the plan year reporting process
    • Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
    • Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents

    Extra Tasks

    • Share knowledge and explain complex topics simply
    • Training on concepts for a Retirement Plan Administrator I
    • Performs other duties as required
    • Must be 18 years of age
    • Excellent verbal and written communication skills
    • Meticulous attention to detail and proactive approach to problem solving
    • Skills in customer service, organization, and collaboration
    • Adequate math and analytical skills
    • Proficiency in using Microsoft Excel, Word, and Outlook
    • Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred
    • Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
    • Ability to work in an autonomous environment where you can be a self-directed worker
    • Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen.

    Additional Requirements

    • Must pass a background check
    • Must meet work from home requirements to qualify
    • Complete continuing education based upon current certifications

    For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:

    • A designated workspace (such as a home office) where you can concentrate and be productive.
    • Reliable high-speed internet to ensure seamless communication and collaboration.
    • Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
    • Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
    • Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
    • Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
    • An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
    • Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.

    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 states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA.

    The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

  • 1 Day Ago

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Retirement Plan Specialist
  • Guidant Financial
  • Warner, GA 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...
  • 13 Days Ago

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Retirement Plan Specialist
  • Guidant Financial
  • Warner, GA 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...
  • 1 Month Ago

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Counselor
  • Pinnacle Treatment Centers
  • Warner, GA FULL_TIME
  • Pinnacle’s Voice: A Tale of Transformation & Recovery “I found myself like a lot of people in a position I never thought I would be in. I needed help bad… It all started with a call… once of the easie...
  • 8 Days Ago

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Counselor
  • Pinnacle Treatment Services
  • Warner, GA FULL_TIME
  • Pinnacle’s Voice: A Tale of Transformation & Recovery “I found myself like a lot of people in a position I never thought I would be in. I needed help bad… It all started with a call… once of the easie...
  • 23 Days Ago

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Counselor
  • Pinnacle Treatment Brand
  • Warner, GA FULL_TIME
  • Pinnacle’s Voice: A Tale of Transformation & Recovery “I found myself like a lot of people in a position I never thought I would be in. I needed help bad… It all started with a call… once of the easie...
  • 2 Months Ago

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0 Retirement Counselor jobs found in Macon, GA area

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Travel CVOR Technologist - $2,432 per week
  • Hiring Now!
  • Macon, GA
  • LeaderStat is seeking a travel CVOR Technologist for a travel job in Macon, Georgia. Job Description & Requirements Spec...
  • 12/14/2024 12:00:00 AM

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Travel Nurse RN - NICU - Neonatal Intensive Care - $1,885 per week
  • Planet Healthcare
  • Macon, GA
  • Planet Healthcare is seeking a travel nurse RN NICU - Neonatal Intensive Care for a travel nursing job in Macon, Georgia...
  • 12/14/2024 12:00:00 AM

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Registered Nurse (RN) - Ortho Trauma - $30-48 per hour
  • Atrium Health Navicent
  • Macon, GA
  • Atrium Health Navicent is seeking a Registered Nurse (RN) Ortho Trauma for a nursing job in Macon, Georgia. Job Descript...
  • 12/14/2024 12:00:00 AM

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Registered Nurse (RN) - Med Surg / Telemetry - $30-48 per hour
  • Atrium Health Navicent
  • Macon, GA
  • Atrium Health Navicent is seeking a Registered Nurse (RN) Med Surg / Telemetry for a nursing job in Macon, Georgia. Job ...
  • 12/14/2024 12:00:00 AM

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Registered Nurse (RN) - Med Surg - $30-48 per hour
  • Atrium Health Navicent
  • Macon, GA
  • Atrium Health Navicent is seeking a Registered Nurse (RN) Med Surg for a nursing job in Macon, Georgia. Job Description ...
  • 12/14/2024 12:00:00 AM

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Travel Nurse RN - Telemetry - $2,285 per week
  • Planet Healthcare
  • Macon, GA
  • Planet Healthcare is seeking a travel nurse RN Telemetry for a travel nursing job in Macon, Georgia. Job Description & R...
  • 12/14/2024 12:00:00 AM

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Special Education Teacher - Elementary School
  • Bibb County School District
  • Macon, GA
  • The Bibb County School District is now accepting applications for the 2024-2025 school year. Candidates must be certifie...
  • 12/13/2024 12:00:00 AM

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Licensed Therapist
  • The Salvation Army USA Southern Territory
  • Macon, GA
  • Location: The Salvation Army Macon Corps About this opportunity: Provides individual, group counseling in relation to th...
  • 12/11/2024 12:00:00 AM

Macon (/ˈmeɪkən/), officially Macon–Bibb County, is a consolidated city-county located in the state of Georgia, United States. Macon lies near the geographic center of the state, approximately 85 miles (137 km) south of Atlanta, hence the city's nickname "The Heart of Georgia." Located near the fall line of the Ocmulgee River, Macon is the county seat of Bibb County and had a 2017 estimated population of 152,663. Macon is the principal city of the Macon metropolitan area, which had an estimated population of 228,914 in 2017. Macon is also the largest city in the Macon–Warner Robins Combined St...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Retirement Counselor jobs
$44,131 to $56,823
Macon, Georgia 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