Associate Retirement Plan Advisor: Growth & Impact

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

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