Retirement Plan & Wealth Management Investment Advisor

As a Retirement Plan & Wealth Management Advisor, you will provide education support to retirement plan participants, create retirement plan education strategies, and manage day-to-day transactional needs for clients.

Requirements

• Provide education support to retirement plan participants through 1 on 1 meetings.
• Create retirement plan education strategies for plan sponsors which include webinars and newsletters.
• Provide guidance to participants regarding their retirement plan accounts.
• Build and maintain an existing book of business.
• Prepare and interpret financial document summaries, investment performance reports, and income projections for clients.
• Analyze client financial data received from clients to develop strategies for meeting clients' financial goals.
• Talking to clients to determine a comprehensive financial picture.
• Manage and update client portfolios.
• Place trades for clients (at various custodians).
• Ensure the highest level of customer service and satisfaction.
• Contribute to various team meetings.
• Contribute to a positive workplace environment.
• Perform other related duties as requested by clients or managers.

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off
• 401k Matching