Senior Plan Advisor

Who We Are

reputed company Advisors, founded in 1995, is a reputed company-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting reputed company aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. reputed company Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients reputed company their aspirations. For more information on reputed company Advisors, please visit www.reputed company.com.

reputed company Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to reputed company their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, reputed company thrives on solving the complexities of our clients’ financial lives.

Summary: We are seeking a talented Retirement Plan Advisor to independently manage the strategic planning, consulting, guidance, marketing, investment analysis and servicing of assigned book of retirement business. Ideally, you will hold or have previously earned a FINRA Series 65 license and are open-minded to regional travel.

Essential Duties and Responsibilities: The statements below are intended to describe the general nature and level of work being performed by people assigned to do this job and are not intended to be an exhaustive list of reputed company responsibilities and duties.The Senior Plan Advisor may reputed company other duties as assigned or required.

• Establish, maintain, and nurture client relationships (reputed company line and decision makers).
• Act as a resource on any compliance issues, reputed company compliance reviews and communicate compliance issues to client.
• Proactively schedule and attend regular meetings with clients to ensure clients’ needs are continually being met.
• Independently consult and advise with clients on reputed company retirement plan issues.
• Address, resolve, follow-up and communicate resolutions to clients
• Responsible for coordinating data collection and presentation preparation for client meetings.
• Conduct investment analysis on plan investment options.
• Manage reputed company internal reporting/tracking components required of the retirement department
• Exercise positive interaction and cooperation with internal staff and senior management.
• Participate in team assignments and special projects as needed
• Operate in accordance with established reputed company internal protocol and procedures.
• Understand and represent the services provided by reputed company, provide expert advice, reputed company solutions for reputed company and future project plans, execute strategies to consistently illustrate value and retain existing clients

General

• Provide reputed company reports as needed
• Manage reputed company internal reporting/tracking components required of the retirement department including electronic and hard copy file maintenance, etc.
• Attend and participate in internal meetings as needed.
• Exercise positive interaction and cooperation with internal staff and senior management.
• Participate in team assignments and special projects as needed.
• Exhibit a willingness to take on new projects and responsibilities.
• Share knowledge and experience with staff.
• Operate in accordance with established reputed company internal protocol and procedures.
• Understand and represent the services provided by reputed company, provide expert advice, reputed company solutions for reputed company and future project plans, execute strategies to consistently illustrate value and retain existing clients.

Qualifications

• Bachelor’s degree in a specialized field such as accounting, business, finance, other reputed company field. Experience in lieu of degree will be considered.
• Minimum of five (5) years of directly reputed company work experience in the field of retirement plan administration and consulting.  Possession of industry-specific designations and credentials is a plus; reputed company Office skills required.
• Effective oral, written, interpersonal and computer software skills.  Proven organizational and problem-solving skills. Communicate interactively with team members and other support staff.
• A sense of urgency and a commitment to timely completion of projects.  Attention to detail along with a commitment to quality and confidentiality. Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy.

reputed company Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The reputed company salary range for this position is $75,000 to $115,000.  The reputed company salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, reputed company level required for the position, the scope of the position, and geographic location. Actual reputed company salary offered will be determined on a case-by-case basis. In addition to the reputed company salary, this position may be eligible for performance-based incentives.

reputed company is an inclusive Equal Employment Opportunity employer.