Qka® Molly Magnuson

Financial Consultant at intellicents

Molly Magnuson is currently working as a Relationship Manager - Retirement at intellicents since January 2022. Prior to this, Molly held the position of Senior Client Service Consultant at CBIZ Investment Advisory Services from January 2016 to January 2022. With a background in management and human relations, Molly also has experience as a Conversion Payroll Implementation Analyst at Empower Retirement and as a Lead Mutual Funds Representative at Boston Financial Data Services. Molly's education includes a Bachelor's degree in Management and Human Relations from MidAmerica Nazarene University.

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Kansas City, United States

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intellicents

intellicents was founded by rebranding a 42-year-old company and adopting a business plan to create a national independent financial services firm centered on the employee benefit relationship. Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ passion is to also help the 99% that compose the core of the American workforce. But just think about it…these typical American workers gets the vast majority of their financial needs taken care of at their place of employment: >Their income >Their retirement plan, most likely a 401(k) or 403(b) >Health, dental, vision, disability, and life insurance benefits >Health Savings Accounts and Medical Reimbursement flex plans >Dependent care >Voluntary benefits including identity theft, critical illness, and accident coverage The decision support matrix of these benefits is converging, necessitating ONE RESOURCE for all your employees’ questions. And these are no longer just benefits questions, but rather they are financial planning issues. The wealth management industry is addressing these issues for owners, upper management, and the affluent. But this same industry acknowledges that they have little time or interest in providing this service for the 99% of Americans that they openly refer to as “the underserved.” Towards this end, intellicents has put together a growing team of professionals to provide four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology, with the end goal of helping the American worker make their dreams REAL. For our Terms and Conditions, please visit https://www.intellicents.com/linkedin-disclosure


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51-200

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