Retirement Plan Consultant
2 weeks ago
Retirement Plan Consultant
As a Retirement Plan Consultant, you will play a pivotal role in fostering positive collaboration across various regions while supporting the department in delivering exceptional customer service, investment insights, and strategic planning to enhance and expand overall client relationships. Your responsibilities will encompass:
- Onboarding new client retirement plans
- Ensuring outstanding service experiences for current plan sponsors and participants
- Continuously enhancing your knowledge of both qualified and nonqualified retirement plan design options and investment methodologies
- Building and nurturing positive relationships with service providers
- Developing personal financial planning skills that contribute to the financial wellness of plan participants
This position will involve both virtual and in-person meetings, with occasional travel to client locations for meetings related to plan sponsors, trustees, and participants. You may also be engaged in various business development initiatives, including proposal presentations and cultivating centers of influence.
Your Profile:
- Dedicated to client service excellence
- Committed to ongoing personal and professional development
- A proactive self-starter with a results-oriented mindset
- Detail-oriented, highly organized, and adaptable to shifting priorities
- Capable of managing sensitive and confidential information with care
- Enjoys both independent work and collaboration with cross-functional teams
Key Responsibilities:
- Coordinate retirement plans effectively
- Maintain high levels of client satisfaction and profitability
- Enhance knowledge of Business Retirement Plans
- Monitor investment accounts and devise strategies
- Contribute to team objectives and success
Required Qualifications:
- Bachelor's degree or equivalent experience with 3-5 years in a relevant field
- Possession of a Series 65 license or equivalent designation, with a commitment to obtain the Accredited Investment Fiduciary designation and other relevant credentials
- Valid driver's license
- Willingness to travel as needed
- Strong analytical and problem-solving abilities
- Exceptional attention to detail
- Experience with record-keeping platforms in a TPA environment is advantageous
- Proficient in multiple software systems
- Able to prioritize and execute tasks effectively
- Competent in using PCs and financial software
- Demonstrates innovative thinking while upholding JFS's core values
- Excellent communication skills
- Physical requirements include frequent sitting, occasional standing, walking, and the ability to lift up to 10 pounds. Specific vision abilities required include the ability to adjust focus.
Benefits:
- Work-life balance
- Hybrid work environment
- Comprehensive medical, dental, and vision insurance
- Life insurance coverage
- 401(K) matching and profit-sharing opportunities
- Generous Paid Time Off
- Paid holidays
- Parental leave
- Referral program
- Short-term and long-term disability insurance
We appreciate your interest in JFS Wealth Advisors, LLC.
JFS Wealth Advisors Participates in E-Verify
Right To Work: https://www.e-
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