Retirement Plan Associate

We are an independent, fee-only, SEC-registered investment advisory firm based in Grand Rapids, MI. We are a recognized, growing leader and we pride ourselves in being a transparent, independent advisory firm where people feel comfortable working with us. From working with individuals to plan for their futures to working with a company to design retirement plans to help employees achieve their retirement goals, we are on a mission to empower people to lead their best lives by helping them make informed financial decisions.

What You Will Do

You will make an impact by helping manage customized, high value add 401(k) and 403(b) offerings for our clients. You will get the opportunity to communicate directly with clients and meet with them alongside our advisors. In this role, you will learn from a cohesive team of licensed professionals.

Why It Might Be a Fit

This position has the potential for growth into a lead advisory role, but does not initially involve any sales. You will have the opportunity to develop your skills, establish a successful career, and stay current and knowledgeable on all aspects of the qualified plan market.

Requirements

• Bachelor's degree in finance, economics, business, or related field
• At least one (1) year of relevant investment and financial advisory experience, preferably involving 401(k) and/or 403(b) plans
• Registered as an Investment Advisor Representative in the state of Michigan or able to become registered within the first six months
• Demonstrated ability to communicate complex financial topics clearly and effectively
• Strong attention to details, analytical skills, and problem-solving
• Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through
• Demonstrated ability to learn and adopt new technologies, AI tools, software platforms, and digital workflows quickly
• Entrepreneurial mindset, positive attitude, and eagerness to learn and grow

Benefits

• Competitive total compensation
• Bonus opportunity
• 401(k) Profit Sharing Plan
• 4 weeks of PTO
• 9 Paid Holidays
• Volunteer time off
• Summer hours
• Phone stipend
• Medical benefits with HSA contributions
• Family-oriented culture
• Collaborative work environment
• Dedication to a strong work life balance
• Rewarding career path with growth opportunities
• Paid association memberships
• Charitable donations/contributions