Retirement Plan Advisor

Gabriel Group; San Jose (CA); Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Annual bonuses

Daily catered lunch

Job summary

Gabriel Group is seeking a Relationship Manager for our Retirement Plan Advisors division to support California clients. The role focuses on corporate retirement plans, employee education, and ongoing plan operations, with remote flexibility for candidates based in CA.

The position emphasizes fiduciary client service, collaboration with recordkeepers and TPAs, and proactive problem-solving to enhance plan success. Compliance and a client-centric approach are essential.

Qualifications

• Relationship-management skills for retirement plans
• Strong client-service orientation
• Financial planning knowledge
• QKA designation helpful

Responsibilities

• Serve as the day-to-day relationship manager for corporate retirement plan clients, coordinating plan management and issueresolution
• Lead and participate in trustee meetings, including preparation of materials and follow-up action items
• Deliver employee education and enrollment meetings, both in-person and virtually
• Partner with internal teams and external service providers (recordkeepers, TPAs, custodians) to support plan operations
• Review client invoices, quarterly investment reports, and plan-related documentation
• Support client retention through proactive communication and thoughtful problem-solving
• Assist with plan conversions, terminations, and ongoing service initiatives

Job description

*PleasenotethisroleisopentoremotecandidatesbasedinCA*

NationallyrecognizedSaintLouisbasedfee-onlyWealthManagementcompanyisseekingaRelationshipManagerforourRetirementPlanAdvisorsDivisionsupportingourCaliforniaclients.Thisdivisionfocusesexclusivelyonqualifiedretirementplans,assistingbusinessownerswithinvestments,planmanagementtasksandhelpingemployeesprepareforretirement.

Plancorpadvocatesforclientsbyproactivelyguidingthemthroughallaspectsoftheirfinanciallives.Thefirmprovidescomprehensive,holisticfinancialplanningandinvestmentadvisoryservicesforindividuals,families,businessowners,non-profitandinstitutionalclients.Weassistclientsinarticulatingmeaningfulgoalsandattainingthosegoalsthroughactionsandstrategiesconsistentwiththeirspecifiedvalues.

WhoWeAre:

• Nationallyrecognizedfee-onlyRIAfirm
• St.Louisbased;inbusinessfor35+years
• AUMapprox.$10billion

WhatYou'llDo

• Serveastheday-to-dayrelationshipmanagerforcorporateretirementplanclients,coordinatingplanmanagementandissueresolution
• Leadandparticipateintrusteemeetings,includingpreparationofmaterialsandfollow-uponactionitems
• Deliveremployeeeducationandenrollmentmeetings,bothin-personandvirtually
• Partnerwithinternalteamsandexternalserviceproviders(recordkeepers,TPAs,custodians)tosupportplanoperations
• Reviewclientinvoices,quarterlyinvestmentreports,andplan-relateddocumentation
• Supportclientretentionthroughproactivecommunicationandthoughtfulproblem-solving
• Assistwithplanconversions,terminations,andongoingserviceinitiatives

WhatYouBring

• TheRelationshipManagerforRetirementPlanspositionrequiresthefollowingqualifications.
• MusthaveacleanU4withnodisqualifyinginformationorclientcomplaints
• QKAdesignation,preferred.
• Commitmenttoactingintheclient'sbestinterestsinafee-onlyfinancialplanningenvironment.

WhyWorkWithUs?

You’ll have the opportunity to learn from our team of experts, do work that touches people's lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch. People from underrepresented communities are encourage to apply. We look forward to meeting you!