Qureos Mentor

NFP Corp

<div>Who We Are:

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Job Responsibilities:
<ul>
<li>Create and execute investment plans, RMD (Required Minimum Distributions) calculations and distributions, tax loss harvesting coordination, etc.</li>
<li>Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of clients</li>
<li>Handle all client matters in a timely and efficient manner</li>
<li>Provide administrative support to team members including the preparation of correspondence, meeting materials, files, presentations and literature as directed</li>
<li>Create and supply data for reports at the direction of the advisors and directors</li>
<li>Develop working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.</li>
<li>Research client issues as directed and present data</li>
<li>Be a positive team player who works effectively within an entrepreneurial environment</li>
<li>Actively service client accounts by processing paperwork for accounts, track and monitor account/asset transfers, and process transaction requests as directed</li>
</ul>
Requirements:
<ul>
<li>Minimum 3-10 years of experience</li>
<li>Definitive interest in wealth management and client service</li>
<li>Proficiency with Envestnet/Tamarac, Microsoft Office products preferred</li>
<li>Keen attention to detail</li>
<li>Ability to think creatively</li>
<li>Ability to independently manage and prioritize multiple projects</li>
</ul>
Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
<ul>
<li>Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.</li>
<li>Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.</li>
<li>Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.</li>
</ul>
Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:

We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, and more. The base salary range for this position is $90,000 to $111,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.</div>

Senior Associate, Advisor

<div>Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: We are seeking an experienced, energetic, multi-tasking full-time individual who will receive immediate responsibilities upon employment. In this position you must be dependable, organized and exceptionally attentive to detail.
Responsibilities include, but are not limited to:
<ul>
<li>Daily and ongoing communication with plan sponsor and advisors</li>
<li>Collection of annual census data and subsequent processing to produce appropriate client output, testing and contributions.</li>
<li>Generate plan documents and complete plan amendments</li>
<li>Interpret plan documents and IRS / DOL regulations</li>
<li>Provide expertise, legislative technical support and plan design guidance for Defined Contribution and Defined Benefit Plans</li>
<li>Ability to complete contribution calculations for all types of allocations</li>
<li>Ability to complete required compliance testing including but not limited to 401(a)(4), 410(b), 402(g), 404, 415, ADP/ACP and Top Heavy.</li>
<li>Preparation of form 5500 and appropriate schedules for DB and DC Plans</li>
<li>Calculate contributions and income for unincorporated businesses</li>
<li>Complete quality control review process of output prior to client delivery</li>
<li>Meet deadlines, both internal and regulatory, in the delivery of service</li>
<li>Ability to review participant distribution and loan application</li>
</ul>
Preferred Qualifications:
<ul>
<li>Working knowledge and proficiency of ERISA, IRS, DOL and PBGC Laws and recent regulations</li>
<li>Prior pension experience preferred.</li>
<li>Familiarity with cash balance and traditional defined benefit plans, defined contribution plans comparability allocations, DB-DC Combo</li>
<li>Experience using FT William and PensionPro software a plus</li>
<li>Experience with non-qualified, 457(b) and 457(f) plans a plus</li>
<li>Excellent written and verbal communication skills</li>
<li>Strong independent thinking and problem resolution skills</li>
<li>Strong analytical, problem solving and communication skills</li>
<li>Ability to work independently and multi-task</li>
<li>Effective oral and written communication skills.</li>
<li>Work in a team-oriented environment under minimal supervision</li>
<li>Efficient use of Microsoft products including Word and Excel.</li>
<li>Attention to detail and quality control required</li>
<li>Bachelor degree in Mathematics, Actuarial Science, Accounting or Finance preferred</li>
<li>Progress on actuarial exams a plus but not required.</li>
<li>ASPPA designation required or obtained within 12 months of employment</li>
</ul>
What We Offer:

We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000 &ndash; $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.</div>

Retirement Plan Administrator

<div>Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: This is a support role, requiring the senior coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. While in this role, the Senior Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, taking notes and providing follow up to the team. In this role, the Senior Coordinator will begin to learn the functions of the Account Manager, most specifically begin to get exposure to the RFP process, and continue to expand upon their industry knowledge through special projects as directed by senior team members.

<div>Essential Duties and Responsibilities:
 
<ul><li>Gains exposure to clients and carrier contacts ; attends meetings and calls, primarily does not take active role</li><li>Assists Account Management Team in preparing insurance for company proposal requests.
</li><li>Performs policy checking, completes coverage checklists and coverage recommendation letters.</li><li>Creates and maintains client files in the Agency Mgmt. System in accordance with office procedures. When order comes in, verifies rates are correct, adjusts for any additional premium and expedites invoice.</li><li>Assists with billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.</li></ul></div>

<div>Knowledge, Skills, and/or Abilities:
 
<ul><li>Good written and verbal communication skills</li><li>Self-confident to make sound independent decisions</li><li>Ability to successfully interact with a variety of people</li><li>Team player, adaptive to mentoring and continual learning</li><li>Must be able to read, analyze and reconcile financial reports.</li><li>Possess good analytical and problem solving skills</li><li>Attention to details</li><li>May be required to work overtime as necessary</li></ul></div>

<div>Education and/or Experience:
 
<ul><li>High School or equivalent;
</li><li>More than 2 years related experience and/or training; or equivalent combination of education and experience.</li></ul></div>

<div>Certificates, Licenses, Registration:
 
<ul><li>P&amp;C License is generally not required at this level but may be required by state law.</li></ul></div>

What We Offer:

We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $32,000 &ndash; $54,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.</div>

P&C Account Coordinaator

Join NFP Corp and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

NFP Corp

ABOUT_COMPANY

Senior Associate, Advisor

Senior Associate, Advisor

Retirement Plan Administrator

P&C Account Coordinaator