Associate Retirement Plan Advisor

About the role

Schneider Downs Wealth Management Advisors (SDWMA), an affiliate of Schneider Downs, is a Registered Investment Advisor specializing in investment advisory services and personal financial planning for high-net-worth individuals, as well as investment advisory service to retirement plans, including investment menu design and oversight, investment analysis, financial planning, and general education for retirement plan participants.

As an Associate Retirement Plan Advisor, you will provide onsite advice, education, and enrollment assistance to retirement plan clients, communicate with designated plan sponsors regarding investment menu oversight, participant metrics, and coordinate employee and employer meetings. You will also support SDWMA Relationship Managers by developing presentations, responding to client requests, and researching investment vehicles.

Responsibilities

• Conduct meetings with individual retirement plan participants to provide retirement planning advice and education
• Participate and present in retirement plan investment committee meetings
• Identify employees eligible for plan participation and facilitate delivery of retirement plan enrollment information and instructions
• Maintain and update retirement plan enrollment materials
• Prepare quarterly investment due diligence reports
• Generate reports and documentation for periodic retirement plan investment committee meetings
• Draft retirement plan investment committee meeting minutes
• Assist relationship managers with workload to ensure standards are consistently met
• Uphold confidentiality and security of data

Requirements

• Bachelor’s degree in Finance, Economics, or related field
• Certified to work as an Investment Adviser Representative (Series 65 or 66), or ability to successfully pass Series 65 or 66 within the first six months of employment
• Proficient with Microsoft Office Suite
• Highly motivated self-starter with ability to prioritize tasks and meet deadlines
• Able to communicate complex issues in an easy-to-understand manner and respond to client needs quickly
• Local travel required; limited overnight travel may be necessary depending on client assignment

Benefits

• Competitive compensation
• Insurance (health, dental, and vision) beginning on day one
• 20+ days of paid time off and 13 paid holidays
• Parental leave, family care leave, and volunteer time
• 401(k) plans and profit sharing

About the company

Schneider Downs has provided accounting, tax, consulting, business advisory, and wealth management services for over 65 years. The company fosters a culture of care, promoting a positive and supportive work environment through core values: Care & Respect, Integrity, Be Great, Adaptive, and We Not Me. The firm is committed to career growth, work-life flexibility, leadership development, and one-on-one coaching and mentoring.

Schneider Downs is an Equal Opportunity Employer, celebrating diversity, equity, and inclusion.