Retirement Solutions Advisor

2 weeks ago

Seattle, Washington, United States Raymond James Financial Full time

Position Overview

The Retirement Solutions Advisor collaborates with the Senior Consultant to leverage specialized expertise and skills acquired through experience and training to manage both qualified and nonqualified retirement plans. This role encompasses all facets of plan architecture, compliance evaluation, daily operations, and nurturing client relationships. The advisor employs robust analytical skills to investigate and propose potential strategies to the Senior Consultant to address client requirements. Continuous personal and professional development is essential, with a focus on enhancing consulting capabilities through ongoing education and practical experiences.

Key Responsibilities

  1. Assist the Senior Consultant in various tasks with the objective of ultimately managing a portfolio of Defined Contribution Retirement Plans independently.
  2. Execute project assignments autonomously while receiving guidance from a Senior Consultant for newly allocated responsibilities.
  3. Engage with clients to discuss all dimensions of plan architecture.
  4. Supervise daily operations, annual compliance assessments, Form 5500 preparation, trust accounting, participant notifications, and plan documentation.
  5. Foster client relationships to guarantee the delivery of superior quality services.
  6. Anticipate client requirements and devise solutions to address client challenges.
  7. Guide and mentor junior analysts.
  8. Prepare and verify deliverables for precision and quality assurance.
  9. Take charge of personal and professional growth; actively seek opportunities for skill enhancement and consulting experience.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

  • Ability to conduct compliance evaluations, discuss plan architecture, prepare annual reports, and complete DOL and IRS documentation with support from the Senior Consultant as necessary.
  • Capability to prioritize tasks, manage multiple projects concurrently, work independently, and drive assignments to completion with assistance from the Senior Consultant as needed.
  • Proficient in operating standard office equipment and utilizing necessary software applications, including Microsoft Office and established databases.
  • Familiarity with the Relius recordkeeping system is preferred.

Skill in

  • Effective communication skills, both verbal and written.
  • Strong proficiency in Excel.

Ability to

  • Demonstrate strong problem-solving capabilities, including the ability to research and identify potential strategies to discuss with the Senior Consultant to meet client needs.

Educational/Previous Experience Requirements

  • Bachelor's degree (B.A.) in a relevant field.
  • 3 - 4 years of experience in the retirement sector, with client-facing experience preferred.

Licenses/Certifications


• QKA or QPA designation is preferred.

Compensation

For more information about Raymond James & Associates (RJA) and Northwest Plan Services (NWPS), please visit:

About NWPS:

Acquired by Raymond James, NWPS Holdings, Inc. and its subsidiaries provide comprehensive retirement plan administration services, recordkeeping, consulting, actuarial, compliance, and participant services. Based in Seattle, NWPS is dedicated to delivering exceptional service to benefit plan sponsors, participants, and advisors, serving over 1,100 clients nationwide with more than 417,000 plan participants and over $44 billion in assets under administration.

About Raymond James:

Founded in 1962, Raymond James Financial, Inc. is a diversified holding company providing financial services to individuals, corporations, and municipalities through its subsidiaries. The firm is publicly traded and recognized for its community support and corporate philanthropy.

Raymond James Guiding Behaviors

At Raymond James, associates are encouraged to embody five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to uphold the firm's core values of client-first, integrity, independence, and a long-term perspective.

We expect our associates to:

• Pursue professional growth and inspire others.

• Collaborate effectively to achieve desired outcomes.

• Make informed decisions with the client’s best interests in mind.

• Take ownership and accountability for delivering impactful results.

• Contribute to the ongoing evolution of the firm.

Raymond James is committed to a people-first culture that values and respects the diversity of all associates, ensuring that everyone can thrive.

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