Senior Plan Advisor

NFP•Telecommuter, FL

16h

About The Position

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Requirements

Bachelor’s degree in a specialized field such as accounting, business, finance, other related field. Experience in lieu of degree will be considered.
Minimum of five (5) years of directly related work experience in the field of retirement plan administration and consulting.
Microsoft Office skills required.
Effective oral, written, interpersonal and computer software skills.
Proven organizational and problem-solving skills.
Communicate interactively with team members and other support staff.
A sense of urgency and a commitment to timely completion of projects.
Attention to detail along with a commitment to quality and confidentiality.
Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy.

Nice To Haves

Possession of industry-specific designations and credentials is a plus

Responsibilities

Establish, maintain, and nurture client relationships (front line and decision makers).
Act as a resource on any compliance issues, perform compliance reviews and communicate compliance issues to client.
Proactively schedule and attend regular meetings with clients to ensure clients’ needs are continually being met.
Independently consult and advise with clients on complex retirement plan issues.
Address, resolve, follow-up and communicate resolutions to clients
Responsible for coordinating data collection and presentation preparation for client meetings.
Conduct investment analysis on plan investment options.
Manage all internal reporting/tracking components required of the retirement department
Exercise positive interaction and cooperation with internal staff and senior management.
Participate in team assignments and special projects as needed
Operate in accordance with established Wealthspire internal protocol and procedures.
Understand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients.
Provide progress reports as needed
Manage all internal reporting/tracking components required of the retirement department including electronic and hard copy file maintenance, etc.
Attend and participate in internal meetings as needed.
Exercise positive interaction and cooperation with internal staff and senior management.
Participate in team assignments and special projects as needed.
Exhibit a willingness to take on new projects and responsibilities.
Share knowledge and experience with staff.
Operate in accordance with established Wealthspire internal protocol and procedures.
Understand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients.