Financial Advisor Employer Retirement Plans

divh2Financial Advisor Employer Retirement Plans/h2pWe are an established growing financial services and wealth management organization dedicated to helping businesses and individuals achieve long-term financial security through comprehensive retirement planning and investment advisory solutions./ppAs an Employer Retirement Plans Financial Advisor, you will serve as a trusted advisor to employers and plan participants, delivering retirement plan consulting, fiduciary guidance, investment oversight, education, and ensuring compliance with ERISA and regulatory standards. With us, youll have the chance to make a measurable difference in thousands of households and help shape financial well-being for generations./ppBest-in-Class Benefits and Culture:/ppWe value our employees time and efforts. Our commitment to your success in our ensemble practice is enhanced by providing a competitive salary of $80,000 to $95,000 annually based on overall experience, and an extensive benefits package, including:/pulliGroup Health Insurance/liliLong-Term and Short-Term Disability Insurance/lili401(k) with Employer Matching/liliDental/Vision Insurance/liliParental Leave/liliPTO that includes PTO for Volunteer Work/liliFlextime Policy/li/ulpWe value our team members and their families and believe in supporting healthy, balanced, and financially confident lives./ppTo succeed, you should have:/pulliBachelors degree in Finance, Business, or related field (or 4+ years equivalent work experience) required./lili3+ years of experience in retirement plan consulting, institutional investing, or wealth management required./liliOH Life/Health Insurance License required./liliActive FINRA licenses (Series 7 66 or 6, 63 65) and Life/Health Insurance License, or ability to obtain within 6 months./liliProfessional designations such as AIF or CPFA preferred./liliAdvanced proficiency in Microsoft Word, Excel, and PowerPoint./liliExpertise in investment analysis, retirement plan reporting, and financial presentations./liliSolid knowledge of ERISA, DOL regulations, fiduciary standards, and employer-sponsored retirement plan operations./liliExcellent communication and consultative sales skills, with the ability to travel approximately 30% for client meetings, plan reviews, and business development activities./li/ulpYour responsibilities as a Financial Advisor will include:/pulliProvide retirement plan consulting and fiduciary advisory services, including plan design, investment selection, fee benchmarking, and governance support for 401(k), 403(b), and employer-sponsored plans./liliConduct investment performance reviews and compliance oversight, ensuring alignment with Investment Policy Statements (IPS) and adherence to ERISA, DOL, and IRS regulations./liliDrive business development and client acquisition, generating new retirement plan opportunities through referrals, networking, and strategic partnerships./liliDeliver participant education and financial wellness programs, including enrollment meetings, retirement readiness sessions, and one-on-one consultations./liliManage relationships with recordkeepers, TPAs, custodians, and plan sponsors, while maintaining accurate documentation, reporting, and audit readiness./li/ulpAbout Us/ppWe are a full-service financial planning team committed to helping clients pursue their life goals with confidence. Our network providers offer comprehensive support, compliance oversight, and business resources that empower our members to thrive. From training and education to succession planning, growth opportunities, and networking, our organization fosters collaboration and innovation, creating a vibrant community where knowledge and experience flow freely. With 300+ associated members, the network is a hub for mentorship, professional development, and long-term success./ppAdvance Your Career in Retirement Plan Consulting!/ppTake the lead as an Employer Retirement Plans Financial Advisor and make a meaningful impact by guiding organizations and employees toward financial confidence. Apply today!/ppWe are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law./p/div