Senior Plan Advisor

Requirements

• Establish, maintain, and nurture client relationships (front line and decision makers)
• Act as a resource on any compliance issues, perform compliance reviews and communicate compliance issues to client
• Proactively schedule and attend regular meetings with clients to ensure clients' needs are continually being met
• Independently consult and advise with clients on complex retirement plan issues
• Address, resolve, follow-up and communicate resolutions to clients
• Responsible for coordinating data collection and presentation preparation for client meetings
• Conduct investment analysis on plan investment options
• Manage all internal reporting/tracking components required of the retirement department
• Exercise positive interaction and cooperation with internal staff and senior management
• Participate in team assignments and special projects as needed
• Operate in accordance with established Wealthspire internal protocol and procedures
• Understand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match