Retirement Plan Advisor
Job Description
Retirement Plan Advisor
Leading Retirement Provider
Southern California
The Retirement Plan Advisor is the strategic consultant for institutional retirement plan clients. The position is responsible for the overall retention and proactive client satisfaction.
Responsibilities
- Consult with plan sponsors to ensure client satisfaction and drive key results.
- Lead high level client meetings that include annual plan, investment, and fiduciary reviews.
- Provide key insights on plan design, industry trends, legislation, funding, etc.
- Facilitate and lead participant meetings including one-on-one to driving plan participation.
- Work with clients on RFP’s and benchmark vendors.
- Collaborate internally with other team members to meet deliverables and provide exceptional client service
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Job Requirements
Preferred Qualifications
- Previous experience consulting in person with institutional retirement plan sponsors
- Bachelor’s degree or equivalent from accredited institution
- FINRA 7, 66, and Life license
Orange County, CA
Base 90 – 110k plus bonus
Meet Your Recruiter
Steve Anderson
Retirement Svcs Recruiter - Section Manager
Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business.
Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts. His integrity, transparency, and commitment to finding the best hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience.
Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry. His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation.
Follow Steve on social media to access the latest industry information.