Retirement Plan Advisor
Core
Building and managing relationships with organizations to maintain client retention, satisfaction, and profitability through qualified plan retirement investment services.
Role type
Retirement Plan Advisor (Fiduciary)
Builds
Client retention, sales growth, and fiduciary oversight of retirement plans
Domain
Employee benefits, retirement planning, investment management
Deliverable
client delivery
Required skills
ERISA 3(21)/3(38) fiduciary investment advice, qualified plan investment products analysis, fiduciary review meetings, recordkeeper oversight, employee education and enrollment, business development, marketing and sales practices, basic accounting principles
Preferred skills
RPAG Retirement Plan Fiduciary analysis tool knowledge, Series 6/7 and 63/65 licenses, Bachelor's degree
Technologies
RPAG Retirement Plan Fiduciary analysis tool, personal computer, office machines
Responsibilities
Monitor qualified plan investment products and evaluate managers, conduct fiduciary review meetings with clients, answer client and participant questions, conduct employee education and enrollment process, focus on business development, provide ongoing support for existing business partners
Seniority
Mid-level, hands-on IC