Retirement Plan Advisor

Key Responsibilities

• Ongoing relationship management with assigned clients
• Leading quarterly investment reviews with plan sponsor clients
• Addressing client inquiries related to compliance and plan design while delivering proactive support
• Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors
• Working collaboratively with recordkeepers to create effective participant communication strategies

Required Experience/Characteristics

• Minimum of 5 years’ experience in the retirement plan industry
• Proficiency with retirement plan design and compliance requirements
• Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market
• Exceptional presentation and communication skills
• Strong commitment to client service, responsiveness, and team collaboration
• Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom

What We Offer

• A competitive salary ranging from $70,000 to $115,000
• Paid time off and holidays
• 401(k) with match
• Exclusive discount programs
• Health and wellness programs

Base Salary Range

The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.