Job Description
Job Description
About Squire :
Based in Orem and Salt Lake City, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years.
With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values : Personal Connection, Proactive Ownership, and Thoughtful Innovation.
These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.
Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to excellence and innovation.
Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded.
At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs.
Apply now and be part of a team that fosters growth and encourages your professional development!
About the role :
The Squire Wealth Advisors Retirement Plan Advisor position is a unique opportunity to help both plan sponsors and plan participants reach important goals.
This is a client-facing role responsible for an assigned book of retirement plan clients. The RPA must demonstrate strong industry knowledge and actively coordinate the overall client experience in partnership with the plans’ other service providers.
This role will include new business development activity, which involves collaborating with internal teams to identify potential clients and expand the firm’s client base.
By leveraging internal resources and expertise, the RPA will play a crucial role in driving growth and fostering long-term client relationships.
Responsibilities :
- Serve as the primary advisor to a book of clients, functioning as the primary relationship for the employer
- Communicate effectively addressing questions from the plan sponsors and participants and resolving problems
- Develops mastery of Squire’s evidence-based investment philosophy
- Independently run Plan Sponsor / Trustee / Committee meetings
- Ensure plans are meeting the goals and objectives of the employer and help participants meet their retirement goals
- Recommend strategic plan design and implement strategies as needed
- Independently deliver group investment education presentations
- Independently conduct one-on-one participant meetings (addressing savings rate, investments, how to enroll, etc.)
- Assist leadership with identifying new processes that will develop advisors or enhance the client experience
- Partner with wealth advisory teams to pursue and convert new business
- Develops internal best practices
- Diligent recording of client communication and information within client relationship management platform
- Contribute to various team projects as needed
- Train and mentor new team members
Qualifications :
Education and Work Experience
- Bachelor’s Degree and 3-5 years of retirement plan industry experience.
- QKA, CRPS, CPFA, QPA, AIF or other designation demonstrating industry expertise or willingness to obtain Series 65 within 120 days of employment.
- Proficient in Excel
- Experience with tools used daily CRM (Wealthbox) and Custodians.
Other Qualifications
- Ability and willingness to learn the firm’s investment philosophy
- Excellent relationship-building skills with a strong ability to anticipate, meet, and exceed client needs
- Team player must strive to be a collaborative, valued member of the team
- Strong verbal and written communication skills with the ability and willingness to engage in public speaking
- Exceptional problem resolution skills
- Willingness to travel, if needed
- Adapts quickly to change
- Must be willing to comply with SEC rules such as social media monitoring and possible investment transaction reporting.
- Strong attention to detail and accuracy
- Open-minded and willing to rethink practices and refine processes
Job Status : Full-time / Hourly
Work Location : Orem, UT
Work Arrangements : Hybrid, In-office
Squire Benefits Package
Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families.
Our benefits program is designed to provide peace of mind and ensure access to quality healthcare, covering 90% of healthcare premium coverage.
- Medical / Dental / Vision Plans
- Robust Health Savings Account Match
- Flexible Spending Account
- 401(k) Match
- Employer Paid Short-Term & Longer-Term Disability
- Employer Paid Group Life Insurance Policy
- Accident Insurance Plans
- Employee Assistance Mental Health Services
- Pet Insurance Plans
- Identify Theft Protection Plans
Squire Perks :
- Squire Culture
- Discretionary and Spot Bonus Structure
- Professional Training
- Tuition Reimbursement (For required Masters positions)
- Philanthropic Activities
- Signature Rewards Program
- Employee Assistance Programs
- Women’s Professional Development
- Fitness Reimbursement
- Accrued Paid Time Off
- Health & Wellness Programs
Squire's dedication to excellence and quality work has garnered numerous accolades, including :
- Utah’s Best Company Award 8 years running
- 2024 Best Accounting Firm to Work For
- 100 Companies Championing Women Award
- Accounting Today’s Firms to Watch in 2024
- Worksite Wellness Award 2020-2024
Retirement Plan Advisor
The Squire Wealth Advisors Retirement Plan Advisor position is a unique opportunity to help both plan sponsors and plan participants reach important goals. Based in Orem and Salt Lake City, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory serv...
Restaurant Team Member - Cashier, Server
At Noodles, our mission is to always nourish and inspire every team member, guest, and community we serve. We’re so confident that you’ll love our food, we’re offering a free meal following your completed team member interview (up to $10 value). We are looking for those team member...
Team Member
Free Team Member Meals & Drinks While You Work. You'll have fun working closely with other staff members and kitchen employees while cooking food and keeping a tidy dining area at all times because we value customer service so highly!. ...
Retirement Plan Specialist
As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Reconcile plans with only rollovers and plan stock using Excel and administration software. Educate clients re...
DAYTIME Team Member - $14hr W/TIPS
You will never have a dull moment when you are on the Team at Swig! You'll wear many hats, but your primary focus is to make sure our customers get nothing less than a fantastic experience. ...
Delivery Driver
Our delivery drivers are the best and make the most!NOW HIRING IMMEDIATELYEarn $12 - $22 as a Papa John’s Pizza delivery driverFull time or part timeDay shift, night shift, weekday and weekend shifts availableDelivery Driver Benefits include:• Eligibility for medical benefits• Flexible hours• Perfor...
Delivery Driver - Warehouse Associate
Industrial Finishes & Systems, Inc is seeking a Delivery Driver & Warehouse Associate to join our friendly team in our Orem, Utah store!. We're looking for a detailed, energetic, and customer-focused attitude! We are a supply chain and our customers are fun! What we hear from many of our drivers is ...
Senior Financial Analyst FP&A
Avetta is seeking a high energy and experienced Financial Planning & Analysis Senior Analyst to lead analysis, planning system enhancements, forecasting, and serve as a cross functional business partner. The FP&A Senior Analyst will partner with Avetta's business leaders to develop strategic...
Delivery Driver (Part-Time)
AutoZone is the place for you! Our commercial delivery driver position is responsible for the delivery of parts to our commercial customers. Must be at least 18 years old and have a valid driver's license and able to meet AutoZone’s driver requirements. You don’t have to use your own vehicle, you c...
Cashier
Cashiering Responsibility: ring up customers with friendliness and efficiency. ...