Retirement Plan Specialist
$100k - $125kGemHarvest Executive Recruiting
Retirement Plan Advisor
Boutique Wealth Management Firm
Irvine, CA
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
- Bachelor’s degree
- Strong knowledge of 401(k), 403(b) and ERISA plans
- AIF, CFP or similar designation preferred
- 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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Retirement Plan Specialist in Orange, CA vacancy
- ...an experienced Intermediate Urban Planner to join our growing Planning Team. This role requires a strong understanding of overall planning... ...Company-paid basic life insurance and long-term disability Retirement plan, health savings, and flexible spending accounts Paid...RetirementWork at officeFlexible hours
AO Architects
Orange, CA5 hours ago $30 per hour
...the shop floor. You will provide support in contract review, planning, and shipping, ensuring that assigned tasks conform to specifications... ...& vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available Life...RetirementWeekly payContract workTemporary workFor subcontractorWork at officeJobleads-US
Orange, CA7 hours ago$100k - $115k
...opportunities to shape forward-thinking policies, work on impactful planning projects, and collaborate with a multidisciplinary team. As... ...for 19 years! Key Benefits at Kimley-Horn Exceptional Retirement Plan: 2-to1- company match on up to 4% of eligible...RetirementWork at officeLocal areaFlexible hoursKimley-Horn
Santa Ana, CA1 day ago$80k - $100k
...related to MIN MAX requirements, demand changes, commitments, and planning issues. Clearly communicate planning requirements and follow... ...FSA and HSA account options Pre-tax and Roth 401(k) retirement savings plans offering employer matching funds and a separate...RetirementFull timeTemporary workHowmet Aerospace Inc.
Brea, CA7 hours ago- ...sector quality control, including assurance that quality work is planned and organized through a pro-active project management system,... ...program, paid time away, parental leave, paid holidays, a retirement savings plan with employer match, employee referral bonus and...RetirementFull timeTemporary workPart time
HDR
Irvine, CA19 hours ago $18.26 - $30.49 per hour
...international aerospace company. Summary: Assists with the planning and implementation of the production schedule for the various... ...including FSA and HSA account options Pre-tax and Roth 401(k) retirement savings plans offering employer matching funds and a separate...RetirementFull timeWork at officeFlexible hoursHowmet Corporation
Fullerton, CA2 days ago$45 - $50 per hour
...process Purchase Orders as defined by the outputs of MRP and the Planning team. Ensure suppliers adhere to pricing and lead time by... ...& vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance...RetirementContract workTemporary workWork at officeImmediate startAston Carter
Irvine, CA7 hours ago$56k - $100.8k
...Production Planner/SchedulerThe Production Planner/Scheduler plans, schedules, coordinates and/or monitors the flow of products through... ...medical, dental, life, vision, wellness program, disability, retirement benefits, Employee Stock Purchase Plan, Paid Time Off,...RetirementPermanent employmentH1bWork at officeLocal areaStanley Black & Decker
Brea, CA2 days ago$80k - $100k
...products through the complete production cycle. Provides timely planning and scheduling of manufacturing work orders to the... ...including FSA and HSA account options Pre-tax and Roth 401(k) retirement savings plans offering employer matching funds and a separate...RetirementWork at officeHowmet Aerospace
Brea, CA1 day ago$18 - $22 per hour
...appointmentsOffer companionship and emotional supportFollow care plans and help maintain client safety and independenceWhat We’re... ...via direct deposit)5 sick days plus holiday payWe offer a 401K Retirement Plan and Full Health InsuranceReferral bonuses and caregiver recognition...RetirementHourly payFull timePart timeSenior Helpers
Santa Ana, CA2 days ago$78k - $80k
...professional responsible for leading the planning, coordination, and execution of 24... ...positively support Event Managers and Event Specialists Collaborative approach to working... ...vacation and sick time holiday pay 401k retirement plan Let’s Grow Together! Required Equal...RetirementWork at officeWeekend workAfternoon shiftThe Patch Company
Costa Mesa, CA2 days ago$81k - $91k
...Opportunity? Anchor QEA is seeking a full-time Environmental Planning and Permitting Specialist to support the acquisition of regulatory permits and... ...by level. Sick and Safe Time: 80 hours annually Retirement Plan: 401k plan with an employer match * Further...RetirementFull timeLocal areaAnchor QEA
Irvine, CA11 days ago$28 - $35 per hour
...problems, make sound decisions quickly, and remain composed when plans change. ~ High attention to detail and strong standards... ...pay ~ Paid vacation and sick time ~ Holiday pay ~401(k) retirement plan ~ Opportunities to grow within our hospitality and events...RetirementHourly payFull timeImmediate startFlexible hoursShift workNight shiftAfternoon shift$30.77 - $44.52 per hour
...paid-time-off (PTO)Eleven paid holidays per year, plus 1 additional floating holiday, plus 1 birthday holidayExcellent 401(k) Retirement Saving Plan with employer match and contributionRobust employee recognition programTuition reimbursementAn opportunity to become part...RetirementRemote workSCAN
Orange, CA2 days ago- ...Join the Clean Energy Revolution Become a Technical Planning Specialist at Southern California Edison (SCE) and build a better this job you are essential to the integrity of SCEs design process guiding projects from pole-loading analysis through to precise detail-...Full timeWork at officeLocal areaRemote workRelocationShift work
Southern California Edison
Santa Ana, CA1 day ago $25 - $29.32 per hour
...collaborates with IDT members or other PACE staff in the goals of the plan of care, focusing on needs (like participant supplies or tools)... ...~ Medical, Dental and Vision insurance ~403(b) Retirement savings plans with employer matching contributions ~ Flexible...RetirementHourly payFlexible hoursAltaMed
Santa Ana, CA1 day ago$18 - $22 per hour
...appointments Offer companionship and emotional support Follow care plans and help maintain client safety and independence What Were... ...deposit) ~5 sick days plus holiday pay ~ We offer a 401K Retirement Plan and Full Health Insurance ~ Referral bonuses and...RetirementHourly payFull timePart timeFlexible hours$52.89 - $66.05 per hour
...invasive procedure through the nursing process of assessment, planning, implementation, and evaluation for adolescents, adults and older... ...includes, but is not limited to, paid time off, a 401K retirement plan, medical, dental, and vision coverage, tuition reimbursement...RetirementFull timePart timeWork experience placementLocal areaShift work$725 per month
..., as well as ongoing programs catered to your overall health and wellness. Full suite of health insurance, life insurance and retirement plans are available and vary by employment status. Part and Full Time Benefits Eligibility ~ Medical, Dental, Vision insurance...RetirementHourly payFull timeTemporary workPart timeImmediate startFlexible hoursShift workNight shiftAfternoon shiftBrookdale Senior Living
Garden Grove, CA4 days ago$25 - $27 per hour
...Coordinator provides essential sales administrative and event planning support to the Senior Catering & Event Sales Manager and their... ...competitive pay paid vacation and sick time holiday pay 401k retirement plan. Lets Grow Together! Ready to Join Us If you are...RetirementHourly payFull timeWork at officeLocal areaShift work24 Carrots Catering & Events
Costa Mesa, CA1 day ago- ...provides the best service to our community. Under direction of a Principal Planner, performs complex analysis of current or advanced planning projects and plans, organizes and supervises the work of personnel assigned to programs and/or special projects in assigned...
City of Santa Ana
Santa Ana, CA7 hours ago $40 per hour
...floors, and disposing of trash Support event operations: Help plan, organize, and execute banquet functions to ensure smooth and... ...your family covered Financial security for your future Our retirement plans make it easier to save for what's next *Benefits availability...RetirementWorldwideShift workNight shift- ...Clinical Director, the Discharge Planner is responsible for serving as a liaison in relation to all case management and discharge planning within the facility. Essential Duties and Responsibilities Work with clinical team and families upon admission to create a discharge...
Newport Academy
Orange, CA19 hours ago - ...Environmental Planner Environmental consulting firm in Southern California that provides environmental planning, regulatory permitting, technical studies for biological and cultural resources, and construction mitigation monitoring has an immediate need for an Environmental...Work at officeImmediate startFlexible hours
Hanchey
Santa Ana, CA19 hours ago $209k - $309k
...country. Why This Opportunity? ✔ Competitive Salary & Full Benefits – Enjoy a generous compensation package with healthcare, retirement, CME, and more. ✔ Work-Life Balance – Predictable hours, no call, and time off to enjoy all California has to offer. ✔...RetirementPermanent employmentFull timeImmediate startRelocation packageProvider Healthcare
Orange, CA14 days ago$29 - $39 per hour
...Ana, CA. Job Overview Provides input and oversight of routings and bills of material (BOMs) in support of material resource planning (ERP) requirements. You will be responsible for planning, organizing, and working with the production team to support the scheduling...Work at officeWorldwideNight shiftWeekday workNikkiso Clean Energy & Industrial Gases
Santa Ana, CA5 hours ago$90k - $125k
...join us? Base salary $90k-$125k+ Medical, dental, vision, matching 401(k) Generous PTO, sick leave, and paid holidays Plan hardware that flies on Aerospace and military platforms, not commodity parts Room to grow toward senior planner or production control...Local areaShift workJobot
Santa Ana, CA2 days ago- ...path for this position is: Recreation Supervisor and Recreation Manager. Schedule: This position will work a 5/40 schedule. Retirement: The City offers an excellent benefit package and membership in the California Public Employees' Retirement System (CalPERS). The...RetirementFull time
City of Newport Beach
Newport Beach, CA6 hours ago - ...Senior Planner to join a growing aerospace manufacturing organization in Orange County, CA . This individual will take ownership of planning activities for an assigned business unit/product line, coordinating materials, production requirements, and shipment schedules to...
Sky Limit Systems
Orange, CA2 days ago $70k - $105k
...and you enjoy being the person who keeps everything running smoothly-this is the place for you. What You'll Do You'll own the planning and scheduling process for assigned part numbers, ensuring materials, tooling, and production capacity come together seamlessly....Full timePart timeWork experience placementWork at officeWorldwideVisa sponsorshipWork visaShift workPCX Aerosystems
Santa Ana, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Plan Specialist. Be the first to apply!
Related searches