Retirement Plan Specialist
$100k - $125kGemHarvest Executive Recruiting
A growing boutique wealth management firm is seeking a proactive Retirement Plan Advisor to lead and deepen retirement plan relationships while helping expand a successful retirement plan practice. What You’ll Do Serve as lead relationship manager for 401(k), 403(b), ERISA-governed and other retirement plans Partner with plan sponsors on fiduciary responsibilities, plan design, performance and ongoing service Lead sponsor and employee education meetings, including periodic client-site visits Retain and grow existing relationships and help support the launch of the firm’s PEP What You Bring 5+ years of client-facing retirement plan advisory experience Strong knowledge of 401(k), 403(b) and ERISA plans Proactive, growth-minded and collaborative approach What’s Offered $100,000-$125,000 base + approximately 10% bonus Benefits and a collaborative, growth-oriented environment Irvine-based role; local proximity is important #J-18808-Ljbffr
Vacancy posted 1 day ago
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