Growth-Oriented Retirement Plan Consultant

GemHarvest Executive Recruiting; Washington, Baltimore (District of Columbia, MD); On-site; USD 100,000 - 150,000; Full time

Job summary

GemHarvest Executive Recruiting is seeking an experienced retirement plan professional for a growing independent wealth management firm in the Ellicott City/Columbia area, MD. In-office role focusing on taking ownership of existing relationships and expanding the practice.

You will connect with prospects, present solutions, close new business, and build scalable processes while leveraging strong internal marketing and advisory resources.

Qualifications

• 5+ years of retirement plan experience preferred.
• Strong plan sponsor and plan design knowledge.
• Proactive, entrepreneurial, client-facing approach.
• Bachelor's Degree required.
• Must be within a 45-minute commute to the Ellicott City/Columbia area, MD.

Responsibilities

• Take ownership of existing retirement plan relationships while expanding the practice.
• Pursue new opportunities through existing clients, firm relationships, and outside lead sources.
• Connect with prospects, set meetings, present solutions, and close new business
• Manage ongoing plan sponsor relationships and build scalable processes

Skills

Retirement plan experience

Plan design knowledge

Proactive client-facing approach

Education

Bachelor's Degree

Job description

GemHarvest Executive Recruiting is seeking an experienced retirement plan professional for a growing independent wealth management firm in the Ellicott City/Columbia area, MD. In-office role focusing on taking ownership of existing relationships and expanding the practice.

You will connect with prospects, present solutions, close new business, and build scalable processes while leveraging strong internal marketing and advisory resources.