Job Description
Description:
McKinley Carter Wealth Services (MCWS) is seeking an Retirement Plan Coordinator to join its high-caliber team of financial professionals. The ideal candidate possesses Series 65 licensure, has exceptional interpersonal and communication skills, and is proficient in navigating and leveraging technology. In conjunction with a genuine interest in helping others, this individual thrives in a fast-paced, high-performance work environment.
The Retirement Plan Coordinator will work under the guidance of the firm’s Directors of Retirement Plan Services and Non-Profit Advisory Services. Key job responsibilities include the preparation of reports and financial paperwork, ensuring fiduciary compliance, and supporting client education and business development efforts.
Primary Job Responsibilities:
Position Qualifications:
About McKinley Carter Wealth Services
MCWS is dedicated to delivering exceptional client care by transforming clients’ financial instincts into actionable strategies and providing goal-focused behavioral coaching to build lasting financial confidence.
As an employer, MCWS has fostered a collaborative fast-paced work environment that has attracted a team of high-performing professionals. The company culture is one that celebrates collegiality, respect, inclusivity, and a healthy work-life balance.
Team members are empowered to pursue their career ambitions. The firm supports lifelong learning, is well equipped to nurture emerging talent, and has proven success in developing future leaders.
McKinley Carter's greatest asset is its people, and it invests heavily in their growth and well-being. Employee turnover is regularly lower than industry averages and extraordinary levels of employee engagement and satisfaction are recorded year over year.
MCWS is an equal opportunity employer. The firm offers competitive compensation and benefit packages, including health, dental, vision and life insurances, matching 401(k), and generous PTO.
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