Associate Retirement Plan Advisor

Schneider Downs & Co., Inc.; Pittsburgh (Allegheny County); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

PTO 20+ days

Job summary

Schneider Downs Wealth Management Advisors (SDWMA) seeks an Associate Retirement Plan Advisor to provide onsite advice and enrollment assistance to retirement plan clients. You will support plan sponsors with investment menu oversight and coordinate employee meetings, while assisting Relationship Managers with client requests and research.

You will develop presentations, respond to inquiries, and contribute to quarterly due diligence reports and committee materials, while maintaining

Qualifications

• Bachelor’s degree in Finance, Economics or related field required.
• Series 65 or 66 certification or ability to pass within six months required.

Responsibilities

• Provide onsite retirement plan advisory and education to clients.
• Support Investment Committee meetings with preparation of materials and minutes.

Skills

Microsoft Office Suite

Education

Bachelor’s degree in Finance, Economics or related field

Series 65 or 66 certification or ability to pass

Job description

As a trusted advisor in the professional services industry,you know what matters most to clients: Big thinking with a personal focus. Youalso know what matters most to your own success, including: career growth,work-life flexibility, leadership that cares about your ability to succeed, theopportunity to give and receive one-on-one coaching and mentoring, as well aslearning opportunities that inspire professional development. Experience themall at Schneider Downs, where we’ve been providing accounting, tax, consulting, business advisory and wealth management services through our team of innovative thought leadersfor over 65 years. Start building a career with people motivated to help yousucceed—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 quicklyLocal 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’sour culture of care that makes us unique. Even as we grow, we work hard toretain this culture to continuously promote a positive, supportive workenvironment 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 volunteertime
• 401(k) plans and profit sharing

A PLACE WHERE INCLUSIVITY COUNTS

Schneider Downs is an Equal Opportunity Employer. Allqualified applicants will receive consideration for employment without regardto race, color, religion, sex, sexual orientation, gender identity, nationalorigin, disability, veteran status, and other protected characteristics. Webelieve a culture of care that celebrates diversity, equity, and inclusioncontributes to a better company, better client services, and a better world.

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