Investment Analyst
Specialize in small business retirement plans such as:
- 401(k)s
- Defined benefit plans
- Simple IRAs
Key Responsibilities:
- Set up & maintain financial plans in goal planning & monitoring & E-money.
- Track contributions and invest into allocated models.
- Analyze insurance and annuities using the Simon platform.
- Perform insurance illustrations and quotes and assist with the underwriting process.
- Conduct 1035 exchanges for annuities.
To apply, send your resume to:
HR, The Cornell Group LLC
3300 PGA Blvd STE 970
Palm Beach Gardens, FL 33410
#J-18808-Ljbffr
