New

Wealth Management Specialist

TEKsystems
$23.00 / hr
life insurance, parental leave, paid time off, paid holidays, sick time, tuition reimbursement, 401(k), retirement plan
United States, Florida, St. Petersburg
Apr 07, 2026
Wealth Management Specialist / Retirement Plan Services Associate Wealth Management \| Financial Services Company (Fortune 500 Financial Services Firm) Location: Southfield, MI Also open to candidates located in St. Petersburg, FL or Memphis, TN Work Style: Hybrid (2 days remote/week after 8 weeks training - equipment provided) Pay: $23/hour Schedule Options: 8:30 AM-5:00 PM or 9:00 AM-6:00 PM Launch Your Career in Wealth & Retirement Services Are you passionate about finance, detail-oriented, and eager to build a long-term career with a respected Fortune 500 organization? This is an excellent opportunity to break into-or grow within-the wealth management and retirement planning space while gaining hands-on experience, industry knowledge, and a clear path for advancement. As a Retirement Plan Services Associate, you'll support the Retirement Plan Services team by processing retirement-related transactions, ensuring regulatory compliance, and delivering thoughtful solutions that support clients' long-term financial goals. Why You'll Love This Role * Hybrid flexibility - earn 2 remote days per week after onboarding * Clear advancement path within a well-established financial organization * Comprehensive training and continuous learning opportunities * Strong brand exposure in wealth management and retirement services * Balanced role: ~40% client interaction, 60% focused processing and analysis What You'll Do * Process retirement-related forms and transactions (rollovers, internal transfers, beneficiary/death-related updates) * Respond to client and internal inquiries via phone and email * Review and audit account activity to ensure IRS and regulatory compliance * Interpret retirement plan rules and apply them to real client scenarios * Research and resolve discrepancies by collaborating with internal teams * Provide guidance to branch personnel on corrections and next steps * Track and review daily productivity reports to assess personal performance * Continuously build expertise using internal tools, training, and external resources What You'll Bring Required: * Either: * 2+ years of recent experience in financial services (retirement planning, banking, credit union, or wealth management), or * A Bachelor's degree in Finance, Business, Economics, or a related field with some professional work experience * Strong attention to detail and ability to work with complex financial information * Professional communication skills and a client-focused mindset * Comfort working independently while collaborating with a larger team Compensation & Benefits * $23/hour with long-term career growth opportunities * Excellent benefits package, some after 6 months, including: * 401(k) with employer contribution * Tuition reimbursement * Paid time off (vacation & personal days) * Paid holidays * Health, Dental, Vision (HSA-eligible plans) * Parental leave * Access to financial planning tools and resources * Subsidized wellness programs Southfield, MI Campus Perks (available immediately): * Onsite fitness center - $99/year (full gym, showers, sauna, basketball court) * Three onsite cafeterias * Locker room access Ideal for: * Recent graduates looking to start a career in wealth management or retirement planning * Tenured Banking or financial services professionals seeking stability, growth, and hybrid flexibility * Individuals who enjoy structured work, regulatory detail, and meaningful financial impact Job Type & LocationThis is a Contract to Hire position based out of St. Petersburg, FL. Pay and BenefitsThe pay range for this position is $23.00 - $23.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace TypeThis is a hybrid position in St. Petersburg,FL. Application DeadlineThis position is anticipated to close on Apr 15, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.