Retirement Consultant

Jobtailor; Irvine (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Jobtailor is seeking a retirement consultant in Irvine, CA to manage advisory and plan services for an assigned book of business. You will build relationships with plan sponsors, deliver client services, and lead reviews and wellness seminars, in person or virtually.

The role requires Series 65, a Bachelor's degree, and 3–5 years of advisory experience. Proficiency in CRM systems (Salesforce/Redtail) and MS Office is essential.

Qualifications

• Series 65 license required; if not held, must obtain within 90 days of employment.
• Bachelor’s degree is required.
• 3–5 years of advisory and client management experience preferred.
• CPFA, AIF, QKA, CFP, and CFA preferred.
• Broad background in retirement products and general investment matters.
• Strong written and verbal communication skills.
• Strong quantitative and analytical skills.
• Advanced proficiency in Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook.
• Experience with Microsoft Teams, RPAG, Redtail, and Salesforce.

Responsibilities

• Assist in managing strategic planning, consulting, guidance, marketing, investment analysis, and servicing for the assigned retirement business
• Build the retirement consultant book of business
• Develop and maintain relationships with retirement plan sponsors
• Deliver prompt and proactive client service
• Produce and deliver plan review meetings in person or virtually
• Deliver participant education and wellness seminars in person or virtually
• Achieve service, growth, and retention goals for the assigned book of business
• Lead a team and achieve goals
• Ensure conformance with company guidelines and regulatory policies
• Maintain and update the CRM for existing customers in real time

Skills

Series 65 License

Bachelor's Degree

Client Management

Retirement Knowledge

CRM Management

Microsoft Office Proficiency

Communication Skills

Analytical Skills

Education

Bachelor's Degree

Tools

Salesforce

Redtail

Microsoft Teams

RPAG

Job description

• Assist in managing strategic planning, consulting, guidance, marketing, investment analysis, and servicing for the assigned retirement business
• Build the retirement consultant book of business
• Develop and maintain relationships with retirement plan sponsors
• Deliver prompt and proactive client service
• Produce and deliver plan review meetings in person or virtually
• Deliver participant education and wellness seminars in person or virtually
• Achieve service, growth, and retention goals for the assigned book of business
• Lead a team and achieve goals
• Ensure conformance with company guidelines and regulatory policies
• Maintain and update the CRM for existing customers in real time

Requirements

• Series 65 and state insurance license required; if not currently held, required within 90 days of employment
• Bachelor’s degree required
• 3–5 years of demonstrated advisory, client management, and plan management experience preferred
• CPFA, AIF, QKA, CFP, and/or CFA preferred
• Broad background in retirement products and general investment matters
• Strong written and verbal communication skills
• Strong quantitative and analytical skills
• Advanced proficiency in Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook
• Experience with Microsoft Teams, RPAG, Redtail, and Salesforce
• Ability to learn other appropriate programs or software systems
• Ability to remain flexible and focused during stressful situations
• Attention to detail and accuracy
• Ability to express complex concepts clearly and concisely
• Highly organized with the ability to prioritize multiple assignments and deliver high-quality results

Core Competencies

Demonstrates expertise in retirement business management, client relationship development, and regulatory compliance while achieving service and growth goals. Proficient in delivering client education and maintaining accurate records in CRM systems.

Highest-signal resume keywords

• Series 65 License
• Bachelor's Degree
• Client Management Experience
• Retirement Products Knowledge
• Microsoft Office Suite Proficiency

ATS Optimization Keywords

Hard Skills

• Investment Analysis
• Plan Management
• Quantitative Skills
• Analytical Skills
• CRM Management

Soft Skills

• Strong Communication Skills
• Attention to Detail
• Organizational Skills
• Ability to Prioritize
• Flexibility Under Stress

Certifications & Qualifications

• Series 65
• CPFA
• AIF
• QKA
• CFP
• CFA

Industry Keywords

• Retirement Business
• Client Service
• Plan Sponsors
• Wellness Seminars
• Regulatory Policies

Tools & Technologies

• Microsoft Teams
• RPAG
• Redtail
• Salesforce