Retirement Plan Consultant
4 weeks ago
Senior Retirement Plan Consultant
A fast growing Retirement & Wealth Management firm based in Boston is seeking to add to their fast growing organization.
The Consultant will join one of the largest retirement plan advisors in the US.
This role will support the institutional clients as their strategic relationship manager to ensure optimal management of their retirement plans.
- Serve as an ongoing Advisor for about 50 Plan Sponsors relationships and act as a strategic thought partners on all aspects of the plans.
- Ability to lead and manage both large and small corporate relationships
- Understand the investment philosophy and ensure clients are provided with the best investment solutions. Make retirement plan recommendations consistent with ever changing financial conditions
- Passionate about helping Plan Sponsors offer exceptional retirement plans
- 5+ years of experience with the 401K industry
- Series 65 or 66 and CPFA designation a plus
Strong comp package, a full suite of benefits.
Self-starter, enthusiastic and motivated, ability to present in educational seminars.
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