Retirement Consultant
gemharvest executive recruitingBaltimore, MD
Retirement Consultant
gemharvest executive recruitingBaltimore, MD
3 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceOther Management Consulting ServicesAdministrative Management and General Management Consulting ServicesAbout the role
Retirement Plan Specialist / Advisor Growing independent wealth management firm Ellicott City/Columbia area, MD (In-office)A $2B+ independent wealth management firm seeks an experienced retirement plan professional to take ownership of and grow its retirement plan practice across 401(k), cash balance, and other employer-sponsored plans.
What You’ll Do:
- Take ownership of existing retirement plan relationships while expanding the practice
- Pursue new opportunities through existing clients, firm relationships, and outside lead sources
- Connect with prospects, set meetings, present solutions, and close new business
- Manage ongoing plan sponsor relationships and build scalable processes
- What’s Offered$100,000–$150,000 base + up to $50,000 performance-based upside
- Strong internal marketing and advisory resources
- What You Bring 5+ years of retirement plan experience preferred
- Strong plan sponsor and plan design knowledge
- Proactive, entrepreneurial, client-facing approach
- Bachelor’s DegreeMust be within a 45-minute commute to the Ellicott City/Columbia area, MD
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Baltimore, MD
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE