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Senior ; k Strategy & Education Leader
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-02-28
Listing for:
Farther
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
A growing wealth management firm in Dallas is seeking a Senior 401(k) Strategist to support financial advisors and shape their 401(k) services. In this role, you will conduct plan sponsor meetings, manage 401(k) operations, and help participants maximize their retirement savings. Ideal candidates have over 10 years in wealth management and 5 years in 401(k) management, along with strong analytical and presentation skills.
The position offers a competitive compensation package, health benefits, and unlimited PTO.
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Position Requirements
10+ Years
work experience
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