Investment Consultant

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.

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. 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 strategies.
· Support in the process of analyzing potential fund changes and facilitate informed decision-making within the team.
· Identify emerging investment trends and opportunities, highlighting potential solutions for plan sponsors.
· Offer in-depth insights and talking points on mutual funds for client communication.

Qualifications, Skills and Requirements:
· Strong analytical skills and the ability to translate complex investment data into clear and actionable insights for plan sponsors.
· Excellent communication and presentation skills to effectively present investment recommendations and industry trends.
· Proven ability to collaborate effectively with internal teams to deliver exceptional client service.
· Entrepreneurial spirit and a collaborative approach to problem-solving.
· Self-motivated with a commitment to excellence and a high level of integrity.
· Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
· Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.
· Proven success with multi-tasking and managing priorities effectively.
· Ability to adapt to a rapidly changing business and technology environment.

· Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.

· Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.

· Regular and predictable attendance is required.

· Business travel up to 25%.
 

Education, Training and Experience:
· Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
· Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 90 days of hire.
 

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

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. 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.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!