K Plan Services Specialist Licensing; Ocala
Job in
Ocala, Marion County, Florida, 34470, USA
Listed on 2026-05-06
Listing for:
Canopy 360 Wealth
Full Time
position Listed on 2026-05-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A boutique wealth management firm in Ocala, FL is seeking a dedicated 401(k) Plan Services Specialist. You will oversee the full lifecycle coordination of employer retirement plans while ensuring clear communication with plan sponsors and participants. Strong process orientation and ownership are essential. The firm values a supportive culture and offers competitive pay, paid study time, and full reimbursement for licensing costs.
This is an in-person role requiring a commitment to excellence.
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