Retirement Plan Advisor
Leading Retirement Provider
Southern California
The Retirement Plan Advisor is the strategic consultant for institutional retirement plan clients. The position is responsible for the overall retention and proactive client satisfaction.
Responsibilities
- Consult with plan sponsors to ensure client satisfaction and drive key results.
- Lead high level client meetings that include annual plan, investment, and fiduciary reviews.
- Provide key insights on plan design, industry trends, legislation, funding, etc.
- Facilitate and lead participant meetings including one-on-one to driving plan participation.
- Work with clients on RFP’s and benchmark vendors.
- Collaborate internally with other team members to meet deliverables and provide exceptional client service
Preferred Qualifications
- Previous experience consulting in person with institutional retirement plan sponsors
- Bachelor’s degree or equivalent from accredited institution
- FINRA 7, 66, and Life license
Orange County, CA
Mid $90's to $120k with 10-30% bonus
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As a Retirement Plan Advisor, you will help individuals using Empower, as their retirement provider through their employer, build a healthy retirement and plan their financial future. This Retirement Plan Advisor will work with participants in the Western part of the Bay Area (South San Francisco, S...
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As a Retirement Plan Advisor, you will help individuals using Empower, as their retirement provider through their employer, build a healthy retirement and plan their financial future. This Retirement Plan Advisor will work with participants in the Western part of the Bay Area (South San Francisco, S...
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As a Retirement Plan Advisor, you will help individuals using Empower, as their retirement provider through their employer, build a healthy retirement and plan their financial future. This Retirement Plan Advisor will work with participants in the Western part of the Bay Area (South San Francisco, S...
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As a Retirement Plan Advisor, you will help individuals using Empower, as their retirement provider through their employer, build a healthy retirement and plan their financial future. This Retirement Plan Advisor will work with participants in the Western part of the Bay Area (South San Francisco, S...
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Retirement Plan Advisor - South/West Bay Area
As a Retirement Plan Advisor, you will help individuals using Empower, as their retirement provider through their employer, build a healthy retirement and plan their financial future. This Retirement Plan Advisor will work with participants in the Western part of the Bay Area (South San Francisco, S...
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