Remote Retirement Plan Advisor – Midwest Growth Partner

MRISpokane; Minneapolis (MN); Remote; USD 140,000 - 200,000; Full time

Job summary

Financial Institution seeks a Retirement Plan Advisor to lead client relationships and drive business development across the Upper Midwest. The role focuses on employers sponsoring defined-contribution plans, offering fiduciary guidance, investment evaluation, and provider benchmarking.

The ideal candidate has deep retirement-plan knowledge and can translate complex topics for CFOs and HR leaders. Remote/flexible within the territory with strong cross-team collaboration is encouraged.

Qualifications

• 5–10+ years of financial-services or retirement-industry experience.
• Meaningful experience with 401(k), defined-contribution or qualified retirement plans.
• Strong understanding of ERISA and plan sponsor fiduciary responsibilities.

Responsibilities

• Serve as a trusted retirement-plan advisor to corporate plan sponsors.
• Manage and deepen an assigned portfolio of client relationships.
• Conduct regular plan, investment and fiduciary reviews.
• Advise retirement committees, HR leaders, finance executives and other plan fiduciaries.
• Evaluate investment lineups, managers, performance and strategy.
• Partner with investment and research teams to communicate market and investment recommendations.
• Help clients evaluate and select recordkeepers, administrators and other retirement-plan providers.
• Benchmark and negotiate provider fees and services.
• Educate clients regarding ERISA, regulatory developments and retirement-plan best practices.
• Develop participant education and financial-wellness strategies.
• Deliver or facilitate participant education when appropriate.
• Build trusted relationships with internal commercial partners.
• Convert internal referrals and external networking into new plan-sponsor relationships.
• Develop a sustainable pipeline of retirement advisory opportunities.
• Achieve annual new-business and revenue objectives.
• Maintain accurate opportunity and client information within CRM systems.

Skills

Relationship management

Business development

Retirement-plan expertise

Communication

Strategic advisory

Education

CFP designation

CFA designation

QPFC designation

CIMA designation

Tools

CRM software

Investment research tools

Job description

Financial Institution seeks a Retirement Plan Advisor to lead client relationships and drive business development across the Upper Midwest. The role focuses on employers sponsoring defined-contribution plans, offering fiduciary guidance, investment evaluation, and provider benchmarking.

The ideal candidate has deep retirement-plan knowledge and can translate complex topics for CFOs and HR leaders. Remote/flexible within the territory with strong cross-team collaboration is encouraged.