Full-Time

Associate Retirement Plan Consultant

Confirmed live in the last 24 hours

ForUsAll

ForUsAll

11-50 employees

Automated 401(k) plans, includes cryptocurrency options

Financial Services

Mid

San Francisco, CA, USA

Required Skills
Communications
Requirements
  • Bachelor's degree
  • Relationship management experience
  • Clear and concise verbal communication ability
  • Passionate about delivering an exceptional client experience
  • Deep desire to learn and grow as a professional
  • Ability to stay calm, consistent, and reliable in a high-intensity environment
Responsibilities
  • Own the ongoing relationship with clients
  • Be the primary point person for all client contact
  • Work with the client, operations team, and client services team to deliver exceptional service
  • Serve as the voice of the client to the product and engineering team
  • Drive forward new initiatives and features to improve the client experience

ForUsAll is a pioneering provider of modern, fully automated 401(k) plans tailored for startups and small businesses. The company stands out in the industry by integrating seamless payroll systems, offering automated administration, and providing dedicated financial advisor support, ensuring employees receive tailored financial guidance. Additionally, their innovative approach in including cryptocurrency investment options positions them at the forefront of adapting to evolving market trends and customer needs.

Company Stage

Series B

Total Funding

$54.2M

Headquarters

San Francisco, California

Founded

2012

Growth & Insights
Headcount

6 month growth

-13%

1 year growth

-11%

2 year growth

-45%