Retirement Consultant

GemHarvest Executive Recruiting

Washington, Baltimore (District of Columbia, MD)

On-site

USD 100,000 - 200,000

Full time

39 hours ago
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Benefits offered by this job

Performance-based upside
Marketing resources

Job summary

GemHarvest Executive Recruiting is assisting a growing independent wealth management firm in the Ellicott City/Columbia area, MD, as it seeks an experienced retirement plan professional to own and expand its retirement plan practice across 401(k), cash balance, and other employer-sponsored plans.

The role emphasizes taking ownership of relationships, winning new business, and building scalable sponsor-management processes, with a base salary and performance upside.

Qualifications

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

Responsibilities

  • Take ownership of existing retirement plan relationships and grow the practice.
  • Pursue new opportunities through clients, firm relationships, and outside leads.
  • 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
Client-facing
Entrepreneurial mindset
Relationship management

Education

Bachelor's degree

Job description

Growing independent wealth management firm

Ellicott City/Columbia area, MD (In-office)

A $2B+ independent wealth management firm seeks an experienced retirement plan professional to take ownership of and grow its retirement plan practice across 401(k), cash balance, and other employer-sponsored plans.

What You’ll Do

  • 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

What’s Offered

  • $100,000–$150,000 base + up to $50,000 performance-based upside
  • Strong internal marketing and advisory resources

What You Bring

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