Retirement Plan Advisor & Client Education Leader

RK Partners; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

RK Partners is seeking a Client Relationship Manager for retirement planning to work in person in Fresno, CA. You will support new business development, manage client relationships, and educate employees on plan investments.

Responsibilities include coordinating plan management, trustee interactions, and enrollment education, with a focus on retention and service quality. The role reports to the Director of Corporate Retirement Planning.

Qualifications

• Requires 1-3 years ERISA qualified retirement plan experience.
• Series 65, CFP or CPA required.
• AIF and QKA designations preferred.
• Commitment to acting in clients' best interests in fee-only financial planning.
• Respect for client and corporate confidentiality.

Responsibilities

• Leads day-to-day plan management and issue resolution for clients through coordination with service providers.
• Assists with Trustee Meetings and participates in finals presentations.
• Leads employee education and enrollments in person and virtual, providing plan investment information and education to participants.
• Manages client communications, agreements, product development and problem resolution to guide retention.
• Coordinates plan conversions and terminations.
• Interfaces with service providers regarding processes, procedures and technology for sponsors and participants.
• Reviews client invoices and quarterly statements.
• Assists team with training and collateral.

Skills

Verbal communication

Written communication

Financial analysis

Client service

Problem solving

Education

Bachelor's degree

Job description

RK Partners is seeking a Client Relationship Manager for retirement planning to work in person in Fresno, CA. You will support new business development, manage client relationships, and educate employees on plan investments.

Responsibilities include coordinating plan management, trustee interactions, and enrollment education, with a focus on retention and service quality. The role reports to the Director of Corporate Retirement Planning.