Retirement Plan Advisor

Lead Advisor; Boston (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

LEAD ADVISOR, LLC, a wealth management consulting firm, seeks a highly accomplished sales professional to develop new business and contribute to the firm’s sales efforts. The candidate will support fiduciary guidance for Plan Sponsors and DC/DB advisory services, with an emphasis on fiduciary governance and client relationships.

The role involves leading, training, and motivating peers, with a focus on expanding services to clients and centers of influence in a dynamic, fiduciary-driven

Qualifications

• Bachelor’s degree from an accredited College or University or equivalent work experience.
• 5+ years of sales experience in retirement, advisory, and compliance services.
• Licensed (Series 65) and Life, Accident and Health.
• Excellent organizational, communication, presentation, and follow-up skills.

Responsibilities

• Overview: Establish relationships across the organization to understand the firm’s offerings.
• Cross-Sell: Build business by connecting with current and prospective clients and educate them on full range of services.
• Prospect Meetings: Qualify prospects and analyze sales opportunities.
• Networking: Coordinate client/prospect events with marketing.
• Build Centers of Influence: Develop relationships with referral partners.
• Industry Expert: Stay updated through workshops and professional publications and networks.

Skills

Sales experience

Retirement advisory

Client relationship building

Communication skills

Series 65

Life/Health license

Education

Bachelor’s degree

Job description

LEAD ADVISOR, LLC is a wealth management consulting and search firm. This role is for our a client, a top hybrid RIA.

The Purpose of the role:

The firm is offering a highly accomplished sales professional an opportunity to develop new business and be a critical contributor in our sales effort. Their Advisors have a proven track record of offering fiduciary guidance to Plan Sponsors. Their expertise supports all aspects of DC plan management including investments, compliance, plan design, services providers, and financial wellness. An already successful sales executive seeking to make a big impact on a great company will find this opportunity a job of a lifetime.

Our Retirement Plan Advisory team works with Plan Sponsors in a fiduciary capacity. We do more than provide investment expertise, plan management resources and 3(21) and 3(38) advisory services—we take the time to understand our client’s business and relate to their concerns. Our independent team of accredited investment advisors follows industry best practices for fiduciary governance when advising clients. As a CEFEX certified firm, the team undergoes a rigorous, annual audit to ensure we are doing the job right for our clients. From due diligence, fee benchmarking, and ERISA regulatory compliance to monitoring investments and tracking plan performance, our fiduciary governance services help manage fiduciary risk for our clients while improving overall plan performance for plan participants. The right candidate not only has expertise and experience needed, but the ability to lead, train, and motivate their peers and clients.

What you'll bring to the team:

• A passion for consulting and connecting with clients
• DC/DB consulting experience including plan design and documents
• Familiarity with DC markets and record keepers
• Active listener and the ability to provide solutions to our clients
• The ability to develop and maintain relationships with different Centers of Influence

What you’ll be responsible for:

• Overview: Easily establish relationships with associates across the organization to understand the products and services/solutions the firm offers its clients.
• Cross-Sell Opportunities: Build business by establishing relationships with current and prospective clients and educate them to understand the firm's full range of services.
• Prospect Meetings: Identify business opportunities by qualifying prospects and evaluating their position in the industry; researching and analyzing sales options.
• Networking: Work closely with marketing department as liaison on client/prospect events and email campaigns, etc.
• Build Centers of Influence: Develop relationships with various referral partners through networking and education.
• Industry Expert: Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing/participating in professional network associations.

About You:

We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

What you need to have:

We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

Preferred qualifications:

• Bachelor’s degree from an accredited College or University or equivalent work experience
• 5 +years of sales experience in retirement, advisory, and compliance services
• Previous sales and retirement knowledge required
• Licensed (Series 65) and Life, Accident and Health
• Excellent organizational, communication, presentation, and follow-up skills