Financial Advisor - Retirement Plan Specialty

Rehmann; Ann Arbor (MI); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading company in retirement plan services is seeking a Financial Advisor specializing in retirement plans. You'll work with a valued client base, ensuring adherence to fiduciary governance, and participate in managing service delivery to enhance financial performance. Ideal candidates will have substantial financial services experience and strong interpersonal skills, fostering long-term client relationships and meeting established goals.

Qualifications

• 5+ years of financial services or employee benefits experience.
• Knowledge of retirement plans and investments preferred.
• Industry designations (AIF, CPFA, NQPA) preferred.

Responsibilities

• Lead and manage client relationships for 40-80 retirement plan clients.
• Prepare internal reports and analysis on client service needs.
• Provide consultation and advice on retirement plan-related topics.

Skills

Customer Service

Analytical Skills

Communication

Attention to Detail

Education

Relevant Financial Services Degree

Tools

Microsoft Office Suite

CRM Systems

Job description

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Description

We are seeking a dynamic Retirement Plan Advisor to join our team. This role offers the opportunity to work with an established, high-value client base alongside a seasoned advisor, with the potential to assume primary responsibility for these relationships in the coming years. The ideal candidate will retain and maintain retirement plan client relationships, as well as create new retirement plan investment advisory relationships, enhancing the financial performance of the department and being actively engaged in achieving established goals.

Description

We are seeking a dynamic Retirement Plan Advisor to join our team. This role offers the opportunity to work with an established, high-value client base alongside a seasoned advisor, with the potential to assume primary responsibility for these relationships in the coming years. The ideal candidate will retain and maintain retirement plan client relationships, as well as create new retirement plan investment advisory relationships, enhancing the financial performance of the department and being actively engaged in achieving established goals.

How You Will Make An Impact

• Lead and manage the client relationship for 40 - 80 clients, including:
• Schedule and hold review meetings with the Retirement Committee members
• Proactively and timely prepare internal reports, spreadsheets, and analysis on client service needs to reveal opportunities for advice
• Coordinate with the Client Service Associate to prepare the review materials
• Complete follow-up items and documentation post review meeting
• Proactively complete special projects and requests as needed
• Generate reports with detail and precision across key data points, including industry statistics, client-specific usage and success metrics, and other areas
• Provide consultation and advice to clients and retirement committees across numerous retirement plan-related topics, including:
• Fiduciary governance and oversight
• Investment due diligence
• Plan design and strategy
• Vendor/Recordkeeper management
• Employee education and engagement
• Interact in a professional manner with third-party service providers including mutual funds companies and others building our strong, positive reputation in the industry.
• Develop sales strategies consistent with overall goals and business objectives for the firm.
• Track and maintain sales, identify cross-selling opportunities, and employ consultative sales process.
• Participate in prospective client introductory and sales meetings (with Principals) to discuss and present role on the team and our holistic service model
• Measure, track, and maintain accountability for specific goals, both individually and as a team
  
  

Your Desired Skills, Experiences & Values

• 5+ years of financial services or employee benefits experience, including any knowledge of retirement plans and investments preferred
• Industry designations, such as the AIF, CPFA, or NQPA, preferred
• Exceptional customer service experience
• Excellent verbal, written, analytical, and organizational skills
• Proficiency with technology including Microsoft Office suite and CRM systems
• Ability to interact with people across all levels of the business
• Strong attention to detail
• Strong communication and interpersonal skills
  
  

Rehmann's retirement plan services are led and delivered by a team of dedicated retirement plan advisors and specialists who provide fiduciary investment advisory and third-party administrative services to more than 300 retirement plans. We bring subject-matter expertise in navigating complex regulations ensuring the creation and maintenance of well-designed, compliant plans that deliver significant benefits to employees. Rehmann's approach emphasizes long-term relationships, adapting to evolving conditions, and assisting organizations in minimizing costs, reducing fiduciary risk, improving recruitment and retention efforts, and enhancing participant engagement and outcomes.

Rehmann is an Equal Opportunity Employer

LI-VK1

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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