Retirement Plan Advisor
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
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