OneDigital · 8 hours ago
Financial Planning Specialist (Remote - Philadelphia, PA or New Jersey)
United States
Full-time
Remote
Entry Level
$65K/yr - $70K/yr
2+ years expOneDigital is a financial services company that provides employer-based benefits and personalized financial planning. The Financial Planning Specialist will support retirement plan operations, assist with plan documentation, and collaborate with internal teams to ensure exceptional client service.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Assist with preparing quarterly investment management documentation under the guidance of senior team members
Learn and apply fee analysis and benchmarking practices to contribute to optimized plan performance
Develop basic plan review meeting materials to support client communication, collaborating with senior colleagues
Track key dates and events for clients and advisors, including fund changes, notices, 5500 filings, and compliance deadlines, with guidance from the team
Assist with plan amendments and recordkeeper fund changes under supervision
Review retirement plan invoices for accuracy and learn the approval process
Update fee and service agreements for plan sponsors under the guidance of senior associates
Support new business and lost business processes by assisting with data entry and ensuring accurate submission and monitoring
Provide general support to advisors and clients by resolving basic administrative issues and directing complex inquiries to senior team members
Compile basic fund line-up proposals for clients, considering investment options and fees under the guidance of senior staff
Assist with communication related to fund or plan changes, keeping clients and advisors informed
Schedule and follow up on client meetings under supervision to ensure effective communication
Participate in RFP due diligence research tasks under the guidance of senior colleagues
Assist with planning and scheduling participant education sessions, including enrollment meetings
Conduct research and develop basic communication materials to promote participant education initiatives, collaborating with the team
Learn and manage reminders to clients regarding fiduciary and financial academy opportunities
Update Salesforce data related to plan design, contacts, and marketing distribution with oversight from the team
Manage personal productivity in Salesforce and contribute to team success
Support the implementation of Workplace to Wealth strategies, working with the team
Qualification
Required
Emerging understanding of ERISA regulations and fiduciary best practices in the retirement plan industry
Demonstrated capacity to build and document processes and procedures
Excellent communication, presentation, and interpersonal skills
Experience with data analysis and reporting tools
Demonstrated ability to manage multiple tasks and projects effectively
Proactive and results-oriented approach to client service and business development
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
Ability to adapt to a rapidly changing business and technology environment
Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
Regular and predictable attendance is required
Business travel up to 25%
2+ years of experience in retirement plan operations or a similar role
Preferred
Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience
Benefits
Health
Wellbeing
Retirement
Other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
H1B Sponsorship
OneDigital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Alternative Credit Investor
2026-01-24
Company data provided by crunchbase