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Retirement Counselor Team Leader (2020-9040)

Tampa, FL, United States


Job Description


It is an exciting time to join 401(k) Solutions as the first Retirement Counselor Team Leader in Tampa, Florida! With the continued growth of our 401(k) Solutions Group, this is an excellent opportunity to have a lasting impact on the lives of both our employees as well as current and future clients! Come and build something new—help Fisher Investments take its reputation and investment expertise into the small 401k plan space. This position will be located in our Tampa, FL, office with an expected start date of mid-late 2020.

The Opportunity:


We are looking for an ambitious leader ready to pioneer building a team in Florida to expand our reach helping impact the future retirement of the our clients and their employees! You are our ideal candidate if you have a track record of success, have a desire to coach and develop employees and can embrace new undertakings.

The Day-to-Day:

  • Recruit, coach and build a high-performing team of RCs
  • Ensure client servicing guidelines and standards are met or exceeded
  • Monitor team compliance surrounding all applicable policies and procedures
  • Actively work towards developing the group and department
  • Coach your team in developing their business to business sales strategies and relationships with plan sponsors
  • Learn the complex retirement plan landscape, including the intricacies of ERISA, DOL and IRS rules and regulations
  • Oversee the navigation of the ~4 month complex retirement plan conversion process
  • Travel approximately 6-8 times per year, accompanying your Retirement Counselors on initial enrollments and annual plan review trips

Your Qualifications:

  • Have strong written and verbal communication skills
  • Have excellent problem-solving and critical thinking skills
  • Demonstrate a track record of driving results and leadership experience
  • Are able to manage complexity and ambiguity through excellent decision quality
  • You already have (or are willing to pass) the Series 65


Why Fisher Investments:


Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.






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