OneDigital

Investment Consultant - Hybrid (North Bethesda, MD)

Bethesda, MD

Sponsorship not specified$50k-$55kDetected 26 days ago

SalesforceCRMExcelCommunicationMicrosoft Office

About the role

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.
We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity: The Investment Consultant plays a critical role in supporting OneDigital's retirement plan services by providing advanced investment expertise, analysis, and solutions.

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.
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.

Strong analytical skills and the ability to translate complex investment data into clear and actionable insights for plan sponsors.
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
Proven success with multi-tasking and managing priorities effectively.
Ability to adapt to a rapidly changing business and technology environment.
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
Regular and predictable attendance is required.

Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.

The typical base pay range for this role nationwide is $50,000 to $55,000 per year.

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.
The Investment Consultant plays a critical role in supporting OneDigital's retirement plan services by providing advanced investment expertise, analysis, and solutions.
Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance.
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.
Conduct comprehensive analysis of retirement plan investment options, including asset allocation, performance, and fees.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location.

This listing is sourced directly from OneDigital's careers page and normalized into a canonical job model.