Retirement Plan Services Advisor
Allworth FinancialFolsom, California, United States
Posted March 31, 2026
90000 - 115000 USD
Full Time
About the Company
Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management.
Job Description
Allworth Financial is seeking a Retirement Plan Services Advisor to help with rapid growth and client service. The successful candidate will conduct participant education meetings, business development, and other client service functions.
Requirements
- Managing a book of retirement plan business
- Conducting annual investment reviews with plan committees and plan sponsors
- Conducting participant education meetings
- Preparing client reports
- Participating in new business finalist presentation
- Remaining up to date with current trends in the retirement plans industry
- Developing relationships with 401k Record Keepers and TPA’s
- Providing fiduciary advice to Plan Sponsors and Plan Administrators
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
- Paid time off policy
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company