Careers

Career Opportunity with FCE Benefits Administrators

Financial Advisor

Remote

Position Summary:

Due to our continuing and steady growth, we are seeking a Staff Accountant to join our dynamic Financial Reporting team.

As the trusted experts in government contracts, our team of professionals provide affordable, full-service administration for “bona-fide” fringe benefit plans as a third-party administrator in accordance with SCA requirements, using an irrevocable funding arrangement.

Through a blend of cost-effectiveness, forward thinking, and vast industry expertise, we avoid benefit-related cost overruns by providing equivalent employee benefits that meet, but do not exceed, the fringe dollar obligation. We attend to administrative details to be fully compliant with government regulations. We constantly monitor client’s claims to assure consistency with goals and offer full-service administration, including the sensitive task of assisting companies through the transition. We provide ongoing consultation support on benefit design, ERISA, labor relations, government contract obligations, COBRA and HIPAA

We currently have an opportunity for a Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market

Essential Functions and Responsibilities:

  • Act as a business consultant to insurance and investment companies in product designs and distribution.
  • Communicating with clients to determine their financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Working with government contractors subject to the Service Contract Act.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans to assist client meet financial goals.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Other duties as assigned.

Requirements:

  • Experienced and licensed with ERISA retirement plan experience, investment management experience.
  • Independent Fiduciary Services, providing directed trustee services to health and welfare trusts.
  • ERISA investment consultant in a co-fiduciary capacity.
  • Experience with Government contractors subject to the Service Contract Act.
  • Business consultant to insurance and investment companies in product designs and distribution.
  • Experience providing quality financial advice.
  • Bachelor's degree in business, finance, or related field.
  • Proficient in Word, Excel, Outlook, and PowerPoint.

What We Bring To the Table

comprehensive benefit packages

We recognize that talented people are attracted to companies that provide competitive pay, comprehensive benefit packages, and outstanding advancement opportunities. For this reason, we offer a comprehensive benefits plan which includes the following:

  • Competitive overall compensation package
  • Career enhancement and growth opportunities
  • 401(k) match and company profit sharing plan
  • Medical, dental, and vision coverage
  • Life/AD&D insurance
  • Accident/critical illness insurance
  • FSA and HSA accounts
  • Competitive paid time off
  • Professional development/tuition funds
  • Continuing education and career certification
  • Employee engagement activities
  • Service recognition awards
  • Discount fitness memberships
  • Work/life resources

How to apply

Please email resume, as an attachment, with cover letter, and salary requirements to: [email protected]

We are an equal opportunity employer.

It is FCE Benefit’s policy to provide equal opportunity employment for all qualified applicants and employees. FCE does not unlawfully discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), national origin, ancestry, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, sexual orientation, or any other basis protected by state or federal law or local ordinance. This applies to all areas of employment including recruitment, hiring, training, promotion, compensation, benefits, transfer, and social and recreational programs.

FCEBenefits.com © : All Rights Reserved