Associate Retirement Plan Advisor

Schneider Downs; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

Health insurance

Paid time off

13 paid holidays

Parental leave

401(k) plans and profit sharing

Job summary

Schneider Downs is seeking an Associate Retirement Plan Advisor to provide onsite advice, education, and enrollment assistance to retirement plan clients, and to communicate with plan sponsors regarding investment menu oversight and participant metrics. You will also support SDWMA relationship managers with presentations, client inquiries, and research of investment vehicles.

The role requires a Bachelor’s degree in Finance or related field and eligibility to pass Series 65 or 66 within six

Qualifications

• Bachelor’s degree in Finance, Economics or related field is required.
• Certified to work as an Investment Adviser Representative (Series 65 or 66), or ability to pass within six months.

Responsibilities

• Conduct meetings with retirement plan participants to provide retirement planning advice and education.
• Participate in retirement plan investment committee meetings.
• Identify employees eligible for plan participation and facilitate enrollment information.
• Maintain retirement plan enrollment materials.
• Prepare quarterly investment due diligence reports.
• Generate reports for retirement plan investment committee meetings.
• Draft retirement plan investment committee meeting minutes.
• Assist relationship managers with workload as needed to meet standards.

Skills

Microsoft Office Suite

Strong communication

Prioritize tasks

Education

Bachelor’s degree in Finance, Economics or related field

Job description

As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success, including: career growth, work-life flexibility, leadership that cares about your ability to succeed, the opportunity to give and receive one‑on‑one coaching and mentoring, as well as learning opportunities that inspire professional development. Experience them all at Schneider Downs, where we’ve been providing accounting, tax, consulting, business advisory and wealth management services through our team of innovative thought leaders for over 65 years. Start building a career with people motivated to help you succeed—and enjoy more of what counts.

Schneider Downs Wealth Management Advisors (SDWMA), an affiliate of Schneider Downs, is a Registered Investment Advisor specializing in investment advisory services and personal financial planning for high‑net‑worth individuals, as well as investment advisory service to retirement plans, including investment menu design and oversight, investment analysis, financial planning, and general education for retirement plan participants.

As an Associate Retirement Plan Advisor, you will be responsible for providing onsite advice, education, and enrollment assistance to our retirement plan clients, as well as communicate with designated plan sponsors representatives with respect to investment menu oversight, participant metrics, and coordinating employee and employer meetings. In this role, you will also provide support to the SDWMA Relationship Managers, including, but not limited to, the development of presentations, responding to client requests and inquiries, and research of investment vehicles.

Learn more about our Wealth Management practice here: https://youtu.be/mkPL6FZhUXs

What You’ll Do

• Conduct meetings with individual retirement plan participants for the purpose of providing retirement planning advice and education
• Participate and present in retirement plan investment committee meetings
• Identify employees eligible for plan participation and facilitate the delivery of retirement plan enrollment information and instructions
• Maintain and update (as needed) retirement plan enrollment materials
• Prepare quarterly investment due diligence reports
• Generate reports and other documentation necessary for periodic retirement plan investment committee meetings
• Draft retirement plan investment committee meeting minutes
• Assist relationship managers with workload as needed to ensure standards are consistently met and maintained

Commitment to confidentiality and security of data

What You’ll Need

Required:

• Bachelor’s degree in Finance, Economics or related field is required
• Certified to work as an Investment Adviser Representative (Series 65 or 66), or the ability to successfully pass Series 65 or 66 within first, six months of employment is required

Other:

• Proficient with Microsoft Office Suite
• Highly motivated self-starter with ability to prioritize tasks and complete assignments within time constraints and deadlines
• Able to communicate complex issues in easy-to-understand manner, and respond to client needs quickly
• Local travel is required, and overnight travel may be necessary on a limited basis, depending on client assignment

WHERE CULTURE COUNTS

At Schneider Downs, our culture is our identity. And it’s our culture of care that makes us unique. Even as we grow, we work hard to retain this culture to continuously promote a positive, supportive work environment through our core values: Care & Respect, Integrity, Be Great, Adaptive and We Not Me.

ENJOY MORE OF THE THINGS THAT MATTER MOST

• Competitive compensation
• Insurance, including health, dental, and vision, that begin on day one
• 20+ days of paid time off and 13 paid holidays
• Parental leave, family care leave, and volunteer time
• 401(k) plans and profit sharing

A PLACE WHERE INCLUSIVITY COUNTS

Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics. We believe a culture of care that celebrates diversity, equity, and inclusion contributes to a better company, better client services, and a better world.