Retirement Plan Advisor, Sr

Responsibilities

• Partner with bank relationship managers, commercial lenders, and wealth advisors to identify cross-sell opportunities for retirement plan advisory services.
• Self-source new business through proactive prospecting, networking, and referral development.
• Conduct in-depth needs assessments with business owners, CFOs, and HR leaders to design tailored ERISA-compliant retirement plan solutions.
• Present proposals and deliver compelling plan recommendations that align with client goals and regulatory requirements.
• Stay ahead of industry trends, regulatory changes, and competitive offerings to position our services as best-in-class.
• Maintain accurate pipeline and activity tracking in CRM to support forecasting and reporting.
• If necessary, serve as an ongoing relationship manager to select clients to ensure robust client retention.

Qualifications

• Bachelor’s Degree preferred; 5-10 years of experience in ERISA retirement plan sales, consulting, or advisory roles.
• FINRA Series 65 (or 66) licenses preferred; ASPPA or other retirement plan designations a plus.
• Proven track record of meeting or exceeding sales goals in a competitive environment.
• Strong understanding of plan design, fiduciary responsibilities, and compliance requirements.
• Ability to build trust quickly with business leaders and decision-makers.
• Entrepreneurial mindset with the discipline to self-source opportunities while maximizing internal referral channels.

Benefits

• Competitive compensation with a salary range of $98,400/yr - $199,000 /yr plus bonus.
• Medical, dental, and vision insurance.
• 401K.
• Continuing education opportunities.
• An employee assistance program.
• A variety of Impact Network Groups led by team members passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

Schedule

• Full-time position.

Pay

• The salary range for this position is $98,400/yr - $199,000 /yr plus bonus.