401K Advisor

We are seeking a highly motivated and client-focused Retirement Plan Advisor / Relationship Manager to deliver comprehensive retirement and financial planning solutions. This role involves managing client relationships, providing investment guidance, facilitating retirement plan administration, and driving business growth by capturing rollovers, increasing participant participation and generating new business referrals and leads.

Requirements

• Excellent customer service and problem resolution skills.
• Strong understanding of 401(k) plans and retirement plan services.
• Ability to educate clients and plan participants on complex retirement rules, regulations and features.
• Aptitude for business development and relationship-building experience.
• Strong attention to detail and advanced organizational skills.
• Ability to manage multiple deadlines with flexibility and independence.
• Ability to generate business growth through referrals and rollover opportunities.
• Strong oral and written communication skills.
• Analytical, strategic thinking with self-motivation and initiative.
• Team-oriented, demonstrating collaboration across departments.

Benefits

• Comprehensive benefit package
• Medical
• Dental
• Short and long-term disability
• Life insurance
• Paid time off
• Wellness program
• 401(k) savings plan