Associate Retirement Relationship Manager

Weaver Partners, Inc.; United States; Vor Ort; USD 60.000 - 85.000; Vollzeit

Zusammenfassung

Weaver Partners, Inc. seeks an Associate Retirement Counselor to support small and mid-sized 401(k) plan sponsors and grow into client relationship ownership. You’ll help educate plan sponsors and assist with plan administration

You'll collaborate with plan providers, conduct annual reviews, discuss plan design and investments, and develop your expertise toward a Retirement Counselor role with full client ownership.

Qualifikationen

• 2+ years in financial services.
• Experience with retirement plan administration or client services is preferred.
• Understanding of 401(k) plan design, ERISA and investments.

Aufgaben

• Support and educate 401(k) plan sponsors.
• Conduct annual plan reviews and fiduciary education.
• Discuss plan design, investments and market updates.
• Assist with plan setup, enrollment and asset transfers.
• Coordinate with recordkeepers, TPAs and other providers.

Kenntnisse

401(k) design

ERISA knowledge

Client communication

Relationship building

Series 65

Jobbeschreibung

A growing retirement plan advisory organization is seeking an Associate Retirement Counselor to support small and mid-sized 401(k) plan sponsors. This is a strong opportunity for an early-career retirement professional looking to grow into client relationship ownership and retirement plan consulting.

What You’ll Do

• Support and educate 401(k) plan sponsors
• Conduct annual plan reviews and provide fiduciary education
• Discuss plan design, investments and market updates
• Assist with plan setup, enrollment and asset transfers
• Coordinate with recordkeepers, TPAs and other providers

What We’re Looking For

• 2+ years of financial services experience
• Retirement plan, plan administration or client-service experience preferred
• Understanding of 401(k) plan design, ERISA and investments
• Strong client communication and relationship skills
• Series 65 or ability to obtain

Career Growth:

Foundation role designed to develop into a Retirement Counselor position with full client ownership.