Why Join Marshall + Sterling?
As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.
Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.
At Marshall + Sterling, you're not just joining a company — you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
This role is based in our Poughkeepsie Office.
At Marshall+Sterling, your work helps empower clients to secure their financial futures. As a Retirement Plan Specialist, you play a vital role in designing and managing plans that support long-term goals, ensure fiduciary compliance, and deliver value to both clients and participants. Your expertise directly contributes to client satisfaction, retention, and the overall growth of our wealth management services.
Total Rewards Package:
Compensation: $75,000 to $150,000 annual salary based on demonstrated sales experience and measurable achievements.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!
Employee Stock Ownership Program
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:
For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling
MS24
Compensation details: 75000-150000 Yearly Salary
PI63ab557c4ee2-30492-38059720
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