Investment Consultant - Hybrid (North Bethesda, MD)

OneDigital•Bethesda, MD

2d•$50,000 - $55,000•Hybrid

About The Position

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.
Entrepreneurial spirit and a collaborative approach to problem-solving.
Self-motivated with a commitment to excellence and a high level of integrity.
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.

Nice To Haves

Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 90 days of hire.

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.
Support in 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.