Careers at Deschutes
Join Our Team: Where Independence Meets Collaboration
At Deschutes, we are driven by a team of experienced professionals who thrive in an independent, client-focused environment. Our collaborative and supportive culture empowers individuals to grow both personally and professionally.
If you're passionate about helping others and reaching your full potential, you’ll fit right in at Deschutes.
Opportunities for Growth: We believe in a growth mindset, both for the company and our team members. Whether it’s through education, increased responsibility, collaboration, or promotion, we recognize that your personal development benefits everyone -our firm, our clients, and you.
Comprehensive Benefits: We offer a highly competitive compensation package, including a generous benefits program and a paid time off policy designed to support a healthy work-life balance.
Commitment to Community: We’re dedicated to giving back. Our employees enjoy paid time off to volunteer in team-sponsored events or causes of their choosing, helping to create a positive impact in the communities we serve.
Explore our available career opportunities below, and discover how you can be part of an award winning firm where your success, happiness, and growth are valued.
Job Openings
Retirement Plan Education Specialist
POSITION SUMMARY
This position is a key client-facing service role on the Corporate Retirement Plan team of Deschutes Investment Consulting.
Benefits: Healthcare, 401(k) Plan, Vacation/Sick
Status: Full-time/Exempt
Date Posted: 02/18/2025
ESSENTIAL DUTIES
- Coordinating, developing and facilitating participant education.
- Assist in projects outlined in the Corporate Retirement Plan service plans.
- Take an active role in new client onboarding.
- Assist with firm marketing efforts and events.
- Assisting plan participants with general plan questions.
- Refer any complex participant questions to senior advisors.
- Some travel required.
REQUIRED EXPERIENCE AND SKILLS
- Experience presenting in group settings
- Comfortable communicating directly with clients and their employees
- Knowledge of 401(k) & retirement plans or financial services strongly preferred
- Teaching or training experience preferred
- Proficiency in Microsoft Office use (particularly Outlook & Powerpoint)
- Ability to create educational content including custom presentations and flyers
- Experience with Canva preferred, but not required
- Excellent organizational skills, (multi-tasking & prioritizing)
- Team-oriented, willing to work both independently and in coordination with teammates
The ideal candidate will enjoy variety, learning new things and working in a team environment. This position also offers the motivated candidate a number of choices of career paths within the firm.
Education and Credentials
- Bachelor’s Degree, additional professional designations/certifications a plus (investments, insurance, or benefits).
- Preferably Series 65 licensed or ability to get licensed within first 6 months of employment.
- 5+ years of experience working with retirement plans and/or benefits.