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Enrolled Actuary - PR/581576_1772143460

Enrolled Actuary

Charleston
Permanent
Negotiable
Insurance and Actuarial Science
PR/581576_1772143460
Enrolled Actuary

Enrolled Actuary - Wealth Management Firm (Fully Remote or Hybrid - South Carolina)
Third‑Party Recruitment Posting
I'm partnering with a rapidly growing investment advisory firm that leverages advanced digital wealth technology to deliver modern, streamlined financial solutions to its clients. As the organization continues to scale, they are seeking their first in‑house Enrolled Actuary-a pivotal hire with the opportunity to shape, influence, and build out the actuarial function from the ground up. This role offers significant long‑term growth potential as the firm expands its retirement plan services and deepens its national presence.
About the Firm & Plan Focus
The firm primarily works with Cash Balance (CB) plans and 401(k) plans, supporting a book of roughly 100 small, single‑employer clients. Their model combines high‑touch advisory support with technology‑driven efficiency, creating a dynamic environment for an actuary who enjoys both technical work and process ownership.
Role Responsibilities
As the internal subject‑matter expert, you will lead and execute:
  • 401(k) plan testing and compliance review
  • Form 5500 preparation and filings
  • Actuarial guidance across CB and 401(k) plan administration
  • Process development, optimization, and scaling as the firm grows
  • Collaboration with advisors to support client needs and retirement strategy
This is an ideal opportunity for someone who appreciates autonomy, values impact, and thrives in a growing, innovative environment where their expertise can directly influence operational outcomes and client satisfaction.
Work Flexibility
  • Fully remote option for candidates across the U.S.
  • Hybrid option available for those based near their South Carolina office
Ideal Candidate Profile
  • Enrolled Actuary (EA) designation required
  • Strong background in small-plan administration (CB + 401(k) preferred)
  • Comfortable independently managing workflows and building streamlined processes
  • Interested in contributing to long‑term organizational growth
Ready to Apply?
If this opportunity aligns with what you're looking for, apply today!

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