Industry leading Fiduciary Governance, Investment Research and ERISA Consultancy - Upholding a New Fiduciary Standard
Old Slip Capital Management is committed to partnering with organizations in an advisory capacity. Our teams in-depth and experience allows them to provide comprehensive consultation of both the industry and the markets. Our team is able to help organizations strategize and navigate goals on an individual company basis. Whether one is seeking transactions such as acquisitions, divestitures, and mergers, private or public transactions and management-led buyouts, we have the resources, experience, and capabilities to work closely with clients to achieve the desired results.
Your wealth brings unique financial management challenges. Experience how our personalized approach to meeting your financial needs, coordinated with your overall wealth management plan, can leave you free to focus on life's most important endeavors.
With considerable wealth comes the challenge of integrating all of the services and experience needed to sustain it. Let our advice-driven family office management help preserve your family's current lifestyle and continue your legacy. An integrated approach for complex needs. Designed for families with complicated wealth management concerns that cross multiple disciplines and generations, our family office services integrate your financial and life management needs.
Old Slip Benefits and Insurance Group provides a complete range of insurance and risk management consultation, products and services to individuals and institutions.
A comprehensive wealth education and communication program can guide your family along the path to preserving your wealth and values. Discover why family governance is an integral part of our wealth planning services, and how it can help your family operate more efficiently and harmoniously.
At Old Slip Benefits and Insurance Services, we provide corporations and non-profits with cost-effective executive and employee benefit management services and plans. Our experienced benefits advisors craft custom-designed employee benefit plans that help our clients recruit, retain and reward key employees.
Careers
Retirement Plan Consultant/Advisor Position
New York, NY; West Palm Beach, FL; Miami, FL; Houston, TX; Chicago, IL; Los Angeles, CA; Philadelphia, PA
This position will be responsible for 401(k), 403(b) and/or 457 enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Retirement Plan Consultant role, candidates must possess the following qualifications:
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Registered Representative with experience working defined contribution plans, 401(k), 403(b), 457, and 401(a) preferred
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Securities registrations – Series 6, Series 63 (7/66 preferred)
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Life & Health Insurance Licenses
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3-5 Years proven sales track record ideally in the financial services field preferred
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Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
Qualified candidates are expected to have the following skills:
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Strong understanding of the defined contribution marketplace (401(k), 403(b), 457, and 401(a)
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Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
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Territory management and business development
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Relationship building
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Fund knowledge and product/pricing knowledge
At Old Slip Capital, we provide the tools and resources necessary that will help set you up for success – including:
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Wide array of financial products
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Technology and systems to enable you to efficiently manage your clients’ financial information and plans
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Turnkey marketing services
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Competitive commission payout structure
About Old Slip Capital
Old Slip Capital gives you the tools you need in order to build your own base of clients. Our dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.
If you want to unlock your potential as a financial sales rep, apply to join our team at Old Slip Capital. Old Slip Capital is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.
Equal Opportunity Employer M/F/D/V.
Securities and investment advisory services offered through Old Slip Capital Management, Inc. (member SIPC).