Job Description

The role of the Retirement Plan Advisor is to partner with the wealth advisory team in the provision of various retirement and benefit services, including but not limited to 401k, 457, 403B, Cash Balance, Investment Management etc. They are actively involved in leading due diligence best practices and business development initiatives across the footprint to meet firm goals.

Success Factors

Responsibilities

  • Conduct client meetings and present retirement solutions available alongside the wealth advisory team, including quarterly investment reviews
  • Proactively research industry trends and provide client and team members with relevant information to maintain client confidence and loyalty
  • Ensure Wealth Advisors are informed of what is included in a specific retirement plan and ensure funds are being replaced in accordance with the quarterly due diligence report
  • Further strengthen client relationships by anticipating needs, e...

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