Licensed Retirement Plan Advisor

At-a-Glance:Join a leading company in payroll, human resources, and workforce management as a Licensed Retirement Plan Advisor.Position Type:Direct HireOn-SiteRequired:Active Series 65 or Series 66 license2-5 years of experience in 401(k) retirement plan services or financial advising rolesDeep understanding of ERISA regulations, 401(k) compliance, and fiduciary standardsProficiency in Microsoft Office Suite and CRM softwarePreferences:Professional certifications such as PHR, CRPS, or AIFKnowledge, Skills, and Abilities:Strong organizational and time management skillsAbility to meet strict deadlines and work independentlyExcellent written and verbal communication skillsStrong attention to detailExcellent troubleshooting and problem-solving skillsResponsibilities:Serve as the primary consultant to retirement plan clients, overseeing the health and compliance of their 401(k) plans and providing one-on-one financial education to plan participantsBalance client relationship management, regulatory oversight, and business development, supporting the growth of retirement plan benefits practiceEssential Duties and Responsibilities:Advise on plan design, investment selection, and fiduciary responsibilities for assigned clientsAct as the main point of contact for plan sponsors, maintaining relationships that drive high client retention and satisfactionConduct employee education sessions and enrollment meetings, and deliver individual retirement readiness sessions as neededMonitor plan testing and assist with annual filings and CMS disclosuresAssist with preparing required reports and support plan auditsIdentify and pursue growth opportunities for the firmPerform other duties as assignedIf your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity. #HbM6349