Retirement Plan Specialist
gemharvest executive recruitingOrange County, CA
2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All OtherIndustries
Portfolio Management and Investment AdvicePension FundsTrust, Fiduciary, and Custody ActivitiesAbout the role
Retirement Plan Advisor Boutique Wealth Management Firm Irvine, CAA growing boutique wealth management firm is seeking a proactive Retirement Plan Advisor to lead and deepen retirement plan relationships while helping expand a successful retirement plan practice.
What You’ll Do:
Serve as lead relationship manager for 401(k), 403(b), ERISA-governed and other retirement plans Partner with plan sponsors on fiduciary responsibilities, plan design, performance and ongoing service Lead sponsor and employee education meetings, including periodic client-site visits Retain and grow existing relationships and help support the launch of the firm’s PEPWhat You Bring 5+ years of client-facing retirement plan advisory experience Bachelor’s degree Strong knowledge of 401(k), 403(b) and ERISA plansAIF, CFP or similar designation preferred Proactive, growth-minded and collaborative approach What’s Offered$100,000–$125,000 base + approximately 10% bonus Benefits and a collaborative, growth-oriented environment Irvine-based role; local proximity is important
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JOB OVERVIEW
Experience level
Senior
Location
Orange County, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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