Definiti LLC
201 - 500 employees
💸 Finance
🤝 B2B
🏢 Enterprise
Finance • B2B • Enterprise
Definiti LLC is a company specialized in providing comprehensive retirement plan solutions and services aimed at employers and financial advisors. They offer a range of services including 401(k) plan management, cash balance plans, actuarial services, and compliant plan recordkeeping solutions. Definiti positions itself as an expert in simplifying the complexities associated with workplace retirement plans, ensuring compliance and delivering customized solutions that fit businesses of varying sizes. The company is keen on providing top-notch pension administration services and building financial security for employees.
Entry Level Financial Advisor
Job not on LinkedIn
🕒 April 1
🗽 New York – Remote
💵 $45k - $95k / year
⏱ Part Time
⚪️ Entry-level
💸 Financial Planning and Analysis (FP&A)
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Definiti LLC
201 - 500 employees
💸 Finance
🤝 B2B
🏢 Enterprise
Finance • B2B • Enterprise
Definiti LLC is a company specialized in providing comprehensive retirement plan solutions and services aimed at employers and financial advisors. They offer a range of services including 401(k) plan management, cash balance plans, actuarial services, and compliant plan recordkeeping solutions. Definiti positions itself as an expert in simplifying the complexities associated with workplace retirement plans, ensuring compliance and delivering customized solutions that fit businesses of varying sizes. The company is keen on providing top-notch pension administration services and building financial security for employees.
📋 Description
• Conduct thorough financial consultations to assess clients' needs, risk tolerance, and financial goals • Develop personalized financial plans tailored to each client's unique circumstances • Recommend appropriate investment strategies, insurance products, and other financial solutions • Educate clients on financial concepts and strategies to empower them to make informed decisions • Maintain regular communication with clients to monitor their progress and make adjustments as needed • Generate leads and expand client base through prospecting and networking activities • Stay current on industry trends and regulations to ensure compliance and provide the most up-to-date advice
🎯 Requirements
• Excellent communication and presentation skills to effectively convey complex financial information • Strong interpersonal skills to build rapport and trust with clients • Ability to work independently and manage time effectively in a remote environment • Enthusiasm for the financial services industry and a passion for helping others achieve their financial goals
🏖️ Benefits
• Opportunity to work remotely and enjoy a flexible work-life balance • Comprehensive training and mentorship to develop your skills and advance your career • A collaborative and supportive work environment with a focus on professional development
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