Institutional Retirement Plan Strategist

Relation Insurance Services; Los Angeles, California (CA, MO); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Robust benefits program

Career advancement opportunities

Paid training and continuing education

Zusammenfassung

A financial services company in Los Angeles is seeking an Institutional Retirement Plan Consultant. The ideal candidate will manage and consult on retirement plans, ensuring compliance with regulations and optimizing plan outcomes. Key qualifications include a Bachelor's degree, 5+ years of relevant experience, and strong communication skills. Competitive pay and a robust benefits program offered.

Qualifikationen

• Minimum of 5 years of experience in retirement plan consulting or institutional investment advisory roles.
• Strong knowledge of ERISA, fiduciary standards, and retirement plan design.
• Proven ability to work with plan sponsors, investment committees, and third-party administrators.
• Excellent presentation and communication skills.

Aufgaben

• Serve as the primary consultant for institutional clients.
• Conduct regular plan reviews, including performance analysis and fiduciary assessments.
• Educate plan sponsors and participants on retirement planning strategies.
• Stay informed about regulatory changes and industry trends.
• Build and maintain strong relationships with clients.

Kenntnisse

Expert in Retirement Plans

Consultative Approach

Compliance-Focused

Participant Advocate

Analytical and Strategic

Ausbildung

Bachelor's degree in finance, business, or a related field

ASPPA or other retirement plan certifications

Tools

Fi360

Jobbeschreibung

A financial services company in Los Angeles is seeking an Institutional Retirement Plan Consultant. The ideal candidate will manage and consult on retirement plans, ensuring compliance with regulations and optimizing plan outcomes. Key qualifications include a Bachelor's degree, 5+ years of relevant experience, and strong communication skills. Competitive pay and a robust benefits program offered.