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Retirement Plan Advisor

Gabriel Group

*PleasenotethisroleisopentoremotecandidatesbasedinCA* NationallyrecognizedSaintLouisbasedfee-onlyWealthManagementcompanyisseekingaRelationshipManagerforourRetirementPlanAdvisorsDivisionsupportingourCaliforniaclients.Thisdivisionfocusesexclusivelyonqualifiedretirementplans,assistingbusinessownerswithinvestments,planmanagementtasksandhelpingemployeesprepareforretirement. Plancorpadvocatesforclientsbyproactivelyguidingthemthroughallaspectsoftheirfinanciallives.Thefirmprovidescomprehensive,holisticfinancialplanningandinvestmentadvisoryservicesforindividuals,families,businessowners,non-profitandinstitutionalclients.Weassistclientsinarticulatingmeaningfulgoalsandattainingthosegoalsthroughactionsandstrategiesconsistentwiththeirspecifiedvalues. WhoWeAre: Nationallyrecognizedfee-onlyRIAfirm St.Louisbased;inbusinessfor35+years AUMapprox.$10billion WhatYou'llDo Serveastheday-to-dayrelationshipmanagerforcorporateretirementplanclients,coordinatingplanmanagementandissueresolution Leadandparticipateintrusteemeetings,includingpreparationofmaterialsandfollow-uponactionitems Deliveremployeeeducationandenrollmentmeetings,bothin-personandvirtually Partnerwithinternalteamsandexternalserviceproviders(recordkeepers,TPAs,custodians)tosupportplanoperations Reviewclientinvoices,quarterlyinvestmentreports,andplan-relateddocumentation Supportclientretentionthroughproactivecommunicationandthoughtfulproblem-solving Assistwithplanconversions,terminations,andongoingserviceinitiatives WhatYouBring TheRelationshipManagerforRetirementPlanspositionrequiresthefollowingqualifications. MusthaveacleanU4withnodisqualifyinginformationorclientcomplaints QKAdesignation,preferred. Commitmenttoactingintheclient'sbestinterestsinafee-onlyfinancialplanningenvironment. WhyWorkWithUs? You’ll have the opportunity to learn from our team of experts, do work that touches people's lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch. People from underrepresented communities are encourage to apply. We look forward to meeting you! #J-18808-Ljbffr Gabriel Group

Vacancy posted 3 days ago
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