11 часов назад
Retirement Plan Advisor (Finance)
100 000 - 125 000$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Retirement Plan Advisor (Finance): Advising retirement plan prospects and clients through consultative sales, investment analysis, plan design optimization, compliance oversight, and vendor conversions with an accent on retirement plan services, ERISA, and client relationship management. Focus on developing strategic recommendations, conducting investment due diligence, coordinating with investment teams, and managing and mentoring associates.
Location: Not specified; moderate travel of 25–50% is required.
Salary: $100,000–$125,000 USD annually, plus eligibility for an annual performance bonus.
Company
is an independent, expanding financial services company with a team-based ownership model and a broad national presence.
What you will do
- Use a consultative sales approach to identify retirement plan prospects, understand their needs, and present tailored solutions.
- Pursue new business and sell retirement plan services while maintaining ongoing client relationships.
- Analyze client and prospect investment options and provide guidance based on IMA Wealth’s recommended investment list.
- Recommend and implement plan enhancements, including vendor selection and conversions, plan design optimization, compliance oversight, and investment due diligence.
- Collaborate with investment teams, retirement plan managers, and internal and external referral sources to deliver a consistent client experience.
- Manage, mentor, coach, and evaluate assigned associates and participate in hiring activities.
Requirements
- Bachelor’s degree and 3+ years of sales experience in retirement plan services.
- FINRA Series 65 license required; additional licensing may be needed.
- Working knowledge of Microsoft Office, including PowerPoint, Outlook, Word, and Excel.
- Moderate travel availability of 25–50%.
Nice to have
- Life Insurance and Variable Contracts licenses.
- Knowledge of ERISA laws and the retirement plan industry.
Culture & Benefits
- Team-based working and sales model with support systems and shared resources.
- Flexible work options, paid time off, paid holidays, and sabbatical leave.
- Medical, prescription, dental, vision, FSA, HSA, life insurance, disability, and long-term care benefits.
- 401(k), stock purchase program, annual performance bonus, and well-being stipend.
- Family assistance, professional development, gift matching, and business travel accident coverage.
Hiring process
- The anticipated posting timeline is August 18, 2026, through September 18, 2026.
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