Retirement Plan Advisor

Retirement Plan Advisor

Requirements

• 5+ years of financial services or employee benefits experience, including any knowledge of retirement plans and investments preferred
• Series 65 registration
• Exceptional customer service experience
• Excellent verbal, written, analytical, and organizational skills
• Proficiency with technology including Microsoft Office suite and CRM systems
• Ability to interact with people across all levels of the business
• Strong attention to detail
• Strong communication and interpersonal skills

Responsibilities

• Work closely with RPW leaders and advisors on retirement plan client service and interaction
• Lead and manage the client relationship for 40 – 80 clients, including scheduling and holding review meetings with the Retirement Committee members
• Proactively and timely prepare internal reports, spreadsheets, and analysis on client service needs to reveal opportunities for advice and counsel
• Coordinate with the Client Service Associate to prepare the review materials
• Complete follow-up items and documentation post review meeting
• Proactively complete special projects and requests as needed
• Generate reports with detail and precision across key data points, including industry statistics, client-specific usage and success metrics, and other areas
• Provide consultation and advice to clients and retirement committees across numerous retirement plan-related topics, including fiduciary governance and oversight, investment due diligence, plan design and strategy, vendor/recordkeeper management, and employee education and engagement
• Interact in a professional manner with third-party service providers including mutual funds companies and others building our strong, positive reputation in the industry
• Develop sales strategies consistent with overall goals and business objectives for the firm
• Track and maintain sales, identify cross-selling opportunities, and employ consultative sales process
• Maintain sales funnel; track new prospects and review incoming prospective plans
• Follow up on new leads or warm prospects as identified by advisor; use lead advisor to close plans as necessary
• Participate in prospective client introductory and sales meetings (with Principals) to discuss and present role on the team and our holistic service model
• Measure, track, and maintain accountability for specific goals, both individually and as a team

Preferred Qualifications

• Industry designations, such as the AIF®, CPFA®, or NQPA™, preferred