Retirement Plan Advisor - Client Strategy & Growth

Rkl Llp; York, Northern (York County, KY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Profit sharing

Paid time off

Professional development opportunities

Job summary

RKL Wealth Management seeks a Retirement Plan Advisor to partner with our wealth advisory team in delivering retirement and benefit services, including 401(k), 457, 403(b), Cash Balance, and investment management. You will lead due diligence and business development across the footprint from York, PA.

Ideal candidates bring 10+ years in investment or financial management with client interaction, FINRA Series 65 (or 7/66) or CFP/CFA, and ERISA knowledge.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field.
• 10+ years in investment or financial management with client interaction.
• Licensing: FINRA Series 65; or 7 and 66; or CFA; or CFP.

Responsibilities

• Meet with clients and present retirement solutions with the wealth advisory team.
• Research industry trends and provide updates to clients and colleagues.
• Ensure plans are correctly implemented and funds align with due diligence reports.
• Develop leads and grow the retirement plan practice through referrals.
• Produce client and internal reports; educate plan trustees and participants.
• Travel as needed to client sites and meetings.

Skills

Strong communication

Analytical thinking

Project management

Discretion with confidential info

Meeting performance targets

Client needs listening

Adaptability

Education

Bachelor's degree in Finance/Economics/Related field

ERISA knowledge

FINRA Series 65

CFP/CFA

ASPPA certification

Tools

CRM tools

Microsoft Office Suite

Bloomberg

Charles Schwab

Tamarac

Job description

RKL Wealth Management seeks a Retirement Plan Advisor to partner with our wealth advisory team in delivering retirement and benefit services, including 401(k), 457, 403(b), Cash Balance, and investment management. You will lead due diligence and business development across the footprint from York, PA.

Ideal candidates bring 10+ years in investment or financial management with client interaction, FINRA Series 65 (or 7/66) or CFP/CFA, and ERISA knowledge.