Retirement Plan Services Advisor

Allworth Financial is seeking a self-motivated team player to help with continued growth and servicing existing clients. The successful candidate will conduct participant education meetings, business development, and client service functions. This is an exempt full-time position with a base salary range of $90k to $115k.

Requirements

• Minimum of 5 years of experience focused on corporate retirement plans
• Bachelor's degree in business administration, economics, finance, or equivalent work experience
• Series 6 and 65 are required or must be obtained within the first 90 days of employment
• Excellent presentation and writing skills
• Must have or be willing to obtain the AIF or other relevant industry certifications
• Strong knowledge of ERISA and fiduciary standards
• Meticulous attention to detail
• Strong organizational skills
• Highly self-motivated and proactive
• Ability to meet travel requirements of the position (travel to client locations approximately 50% of the time. Some overnight travel required.)

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company