Retirement Plan Services Advisor

📋 Description

• Manage a book of retirement plan business.
• Annual investment reviews with plan committees and sponsors.
• In-person and remote participant education meetings.
• Prepare client reports as needed.
• Travel to client locations ~50% of the time.
• Develop relationships with 401k record keepers and TPAs.

🎯 Requirements

• 5+ years in corporate retirement plans.
• Bachelor’s in business/economics/finance.
• Series 6 and 65 required or within 90 days.
• Excellent presentation and writing skills.
• AIF or relevant certifications preferred.
• Strong ERISA and fiduciary standards knowledge.
• Meticulous attention to detail and organization.
• Salesforce experience a plus.

🎁 Benefits

• Medical, dental, and vision coverage.
• Genrous 401(k) contributions and growth opportunities.
• Flexible spending accounts and HSA options.
• Flexible working arrangements.
• 11 paid holidays and PTO benefits.
• Equity Purchase Program opportunity.