Role OverviewAs an Associate Retirement Plan Advisor, you will be responsible for providing onsite advice, education, and enrollment assistance to our retirement plan clients, communicating with designated plan sponsors representatives, and providing support to the SDWMA Relationship Managers.
What You Will Do
Conduct meetings with individual retirement plan participants, participate in retirement plan investment committee meetings, identify employees eligible for plan participation, and maintain and update retirement plan enrollment materials.
Why It Might Be a Fit
This role requires a commitment to confidentiality and security of data, as well as the ability to work with high-net-worth individuals and retirement plan participants.
Requirements
- Bachelor's degree in a related field
- 2+ years of experience in retirement plan advisory services
- Strong communication and interpersonal skills
- Ability to maintain confidentiality and security of data
Benefits
- Competitive salary
- Benefits package
- Opportunities for professional growth and development
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