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Financial Services Financial Consultant

Remote Loan & Distribution Specialist - Retirement Plans

Remote / Online - Candidates ideally in
Cary, Wake County, North Carolina, 27518, USA
Listing for: Definiti Llc
Remote/Work from Home position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A national retirement services company is seeking a Loan & Distribution Specialist to support Retirement Plan Consultants. This remote position requires expertise in financial regulations and excellent communication skills. The role involves managing withdrawal requests, coordinating with investment providers, and ensuring compliance with plan documents. Ideal candidates have a high school diploma, 2+ years in finance, and proficiency in Microsoft applications.

Attractive benefits include flexible PTO, 401(k) matching, and various medical plans.
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