Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible for managing and administering 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants. You will work closely with clients to tailor solutions that meet their retirement needs, educate employees about their options, and assist with any inquiries related to their 401(k) plans. A strong understanding of retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this position. You will also collaborate with internal teams to deliver contributions and distributions accurately and on time, all while maintaining a client-focused approach. If you are passionate about helping others plan for their financial future and possess a meticulous attention to detail, we would love to hear from you!

Requirements

Bachelor's degree in finance, business, or a related field preferred

Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience

Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans

Excellent communication and interpersonal skills

Detail-oriented with strong analytical and problem-solving skills

Proficient in Microsoft Office Suite and retirement plan recordkeeping systems

Ability to work independently and manage multiple priorities effectively

Benefits

Paid Holidays and Paid Time Off

Retirement plan with employer match

Retirement Plan (401k, IRA)

Paid Time Off (Vacation, Sick & Public Holidays)

Training & Development

Kestra Financial jobs

401(k) Specialist