Jr Retirement Plan Advisor
About The Position
The Jr Retirement Plan Advisor supports retirement plan operations, investment reporting, conversion projects, and client service while developing technical knowledge of the retirement plan industry. The role works with Senior Advisors to support client relationships and day-to-day service needs, and performs reporting, database, and administrative tasks. No prior retirement plan experience is required. A general understanding of investments or limited financial services experience is preferred. A Series 65 securities license is required before independently servicing client business; a Life and Health insurance license is recommended but not required.
Requirements
- No prior retirement plan experience is required.
- A general understanding of investments or limited financial services experience is preferred.
- Self-motivated, curious, and committed to learning and professional growth.
- Customer-service oriented and willing to work effectively in a team environment.
- Capacity to develop strong communication skills, explain complex topics clearly, and lead meetings with key client decision-makers.
- Excellent organization, time management, and attention to detail to manage multiple priorities and follow through on assigned tasks.
- Proficiency with Microsoft Office Suite and comfort working with computer databases and reporting systems.
- Series 65 securities license required before independently servicing client business.
Nice To Haves
- A general understanding of investments or limited financial services experience.
- Life and Health insurance license is recommended, but not required.
Responsibilities
- Develop technical knowledge of retirement plan operations, investments, pricing, industry best practices, and client service processes.
- Assist with preparing quarterly investment reports and related client materials.
- Support conversion project management activities for new and transitioning retirement plans.
- Collect, maintain, and analyze plan pricing, investment, and provider information.
- Partner with Senior Advisors to support client relationship management and day-to-day service needs.
- Perform database entry, reporting support, and general administrative tasks as needed.
Benefits
- Competitive salary
- PTO
- Paid holidays
- 401(k) with match
- Exclusive discount programs
- Health and wellness programs
- May be eligible for performance-based incentives
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
