Investment Consultant

OneDigital • Houston, TX

1d

About The Position

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: Summary: The Investment Consultant plays a critical role in supporting OneDigital's retirement plan services by providing advanced investment expertise, analysis, and solutions. The Investment Consultant will collaborate with internal teams to conduct in-depth analysis of plan options, identify investment trends, and develop data driven recommendations for plan sponsors.

Requirements

• Strong analytical skills and the ability to translate complex investment data into clear and actionable insights for plan sponsors.
• Excellent communication and presentation skills to effectively present investment recommendations and industry trends.
• Proven ability to collaborate effectively with internal teams to deliver exceptional client service.
• Deep understanding of fiduciary governance principles and best practices in retirement plan management.
• Entrepreneurial spirit and a collaborative approach to problem-solving.
• Self-motivated with a commitment to excellence and a high level of integrity.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.
• Proven success with multi-tasking and managing priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.
• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
• Must possess a Series 65 securities license
• 5+ years of experience in investment management with a focus on defined contribution and defined benefit retirement plans.
• Chartered Financial Analyst® (CFA®) required

Responsibilities

• Conduct comprehensive analysis of retirement plan investment options, including asset allocation, performance, and fees.
• Provide advanced investment expertise and support to Sales and Service teams.
• Collaborate with the Advisor and Service teams to actively monitor client portfolios and recommend investment strategies.
• Lead the process of analyzing potential fund changes and facilitate informed decision- making within the team.
• Identify emerging investment trends and opportunities, highlighting potential solutions for plan sponsors.
• Offer in-depth insights and talking points on mutual funds for client communication

Benefits

• We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs.
• You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level