Investment Consultant

Job description

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. 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. Essential Duties and Responsibilities (includes but is not limited to): · 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 str...