Associate Retirement Plan Consultant

1 day ago


Lake Oswego, Oregon, United States Aldrich Full time
Job Title: Associate Retirement Plan Consultant

Aldrich Wealth is seeking a highly organized and detail-oriented Associate Retirement Plan Consultant to support our Senior and Lead Retirement Plan Consultants in servicing our Corporate Retirement Plan clients.

Key Responsibilities:
  • Assist in the servicing of Corporate Retirement Plan clients, including tracking and documenting client activities and service in our CRM system.
  • Manage relationships for smaller, less complex clients, providing basic financial and investment advice within the Aldrich Wealth framework.
  • Provide administrative support to advisors, including scheduling, CRM data entry, and client follow-up.
  • Communicate directly with clients in a professional manner, handling complex information like 401(k) plans in plain language suitable for different audiences.
Requirements:
  • Bachelor's degree from an accredited college or university.
  • 2-3 years of experience working directly with retirement plans.
  • Series 65 license required, or must be obtained within 6 months of employment.
  • Proficient in common retirement plan software as well as Microsoft Office.
  • Excellent verbal and written communication skills, with strong public speaking abilities.
What We Offer:
  • A comprehensive benefits package, including health insurance, retirement savings, and time off.
  • A dynamic and growing work environment with opportunities for professional development.
  • A competitive salary range of $75,000 - $85,000 per year.
How to Apply:

Submit your resume and a cover letter describing how you meet the minimum qualifications and desired attributes.



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