Wealth Management Employee Benefits Officer

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Adams Inc

TRWY67886 – Wealth Management Employee Benefits Officer – WY
Our client needs a Wealth Management Officer experienced in Employee Benefits. This person will be responsible for administering trust client IRAs and employee benefit retirement plans and counseling clients regarding retirement plan design. There is a $300 Million plus portfolio to take over with around 40 clients. The ideal candidate will have administration experience with a strong understanding of retirement and pension plans including (but not limited to) 401(k), Profit Sharing, Simplified Employer Plans, and SIMPLE plans. Strong knowledge of plan design, pension laws, and compliance issues will be needed. There is an excellent compensation and benefits package at this respected institution. For more information, please call David Nieves at (402) 934-3373 or send an email to: dnieves@adams-inc.com


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