401(k) Advisor
Sequoia Consulting Group
 San Mateo, CA
At Sequoia, we are fueled by a passion to serve our clients and their needs. Through a blend of guidance, service and technology, we are revolutionizing the way employee benefits, 401(k), insurance and HR are experienced by companies and their people.

Sequoia’s clients are innovative, people-first businesses who are shaping the future: the market disruptors, the paradigm shifters, and the leaders that are pushing their industries forward. As a team, we strive everyday to make an impact on lives in the workplace. We stay dedicated in our commitment to come through for people who put their trust in us, no matter what. 


The 401(k) Advisor will be responsible for providing consultative support to develop and maintain relationships with Sequoia’s key accounts.

What You Get To Do

  • Manage and maintain 401(k) client relationships at decision-making and administrative levels
  • Strategic analysis of client retirement plans
  • Conduct 401(k) participant education meetings
  • Schedule and facilitate client meetings
  • Oversee annual plan compliance requirements for all clients
  • Correspond with 401(k) vendors
  • Assist clients with resolving administrative issues (i.e. payroll remittance)
  • Assist participants with account questions
  • Maintain internal client database and filing system
  • Draft and proofread complex documents
  • Strategize and execute on methods to add 401(k) services to current health & welfare client base
  • Partnering with internal teams to cultivate and maintain client relationships 

Qualifications

  • 5+ years client service experience in the financial industry
  • Ability to interface effectively with others and build strong relationships at all levels within a corporate organization
  • Strong written and oral communication, organizational and administrative skills
  • Working knowledge of 401(k) laws and regulations and/or financial services and mutual funds
  • Solutions-oriented team player who demonstrates integrity in all interactions
  • Detail and process-oriented with strong analytical skills
  • Ability to handle multiple projects simultaneously in a deadline-driven environment
  • Proficient in Word, Excel, and PowerPoint
  • Series 6, 63, and/or 65 licensed a plus, but can be completed once hired
  • Bachelor’s Degree required
Our culture
• Integrity
• Passion for service
• Innovative
• Growth oriented
• Caring for others
• Promise-centric
• Focused on relationship building
• Meaningful & Fun

What can we offer?
Competitive salary + performance-based bonus programs
Great health insurance + wellbeing package
401k retirement savings plan