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Retirement Plan Consultant
2 weeks ago
Compensation = $75,000 - $125,000 Retirement Plan Consultant / 401k Advisor The Retirement Plan Advisor works closely with the plan sponsors of the clients. This includes analysis of investments, fiduciary reviews, plan design consulting, reporting requirements and other client service needs. Duties and Responsibilities: Provide client service to ensure an outstanding experience for all retirement plan clients Implement and monitor client plans for proper investments, plan strategy, and providing portfolio recommendations Responding to plan sponsor and plan participant questions and requests Explain failed compliance testing and other plan provisions needed to the plan sponsor Responsible for client meeting preparation, meeting notes, and client follow-up Responsible for quarterly investment reviews for retirement plans Qualifications: The position typically requires the following skills: Bachelor's Degree Must be able to commute into the office 5 years or more of related experience working with a TPA, Recordkeeper or financial services firm Experience with retirement plan client service Experience interacting with clients Understanding of basic investment concepts Proficient in PowerPoint and Excel Clean FINRA Series 65 #LI-ME1
