Retirement Plan Advisor
4 weeks ago
Retirement Plan Advisor | Pittsburgh, Pennsylvania
Reference Number: MHH7480
Location:
Pittsburgh, Pennsylvania
Judson Group has been retained by a leading independent fiduciary in the search for a
Retirement Plan Advisor . This candidate will have the unique role of retirement plan advisory, onboarding new client plan relationships, service provider management, and client relationship management, as well as play a pivotal role in the growth of the practice. The ideal candidate is passionate about retirement plan advisory/consulting, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.
Responsibilities:
Perform retirement plan reviews and coordinate retirement plans.
Assist with plan sponsor/trustee/participant meetings.
Execute various retirement plan services on behalf of plan sponsors such as plan design features, plan enrollment and documentation, reporting, and billing.
Maintain client satisfaction and profitability.
Develop retirement plan knowledge regarding ERISA/IRS/DOL rules, regulations, and compliance.
Requirements:
Bachelor’s Degree
Minimally hold a Series 65 or comparable license or designation and be willing to obtain the Accredited Investment Fiduciary designation and other relevant ASPPA or CFP program credentials
3+ years’ experience with a financial services or RIA firm working with HNW clients
Strong knowledge of ERISA, DOL best practice standards, and current legislation
Experience working directly with retirement plans or retirement plan consulting
Excellent technology, communication, and presentation skills
Ability to work independently, self-motivated, and proactive
Compensation:
Very competitive base salary, bonus, and benefits
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