Retirement Plan Advisor: Forge Client Partnerships

Rehmann; Ann Arbor (MI); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading company in retirement plan services is seeking a Financial Advisor specializing in retirement plans. You'll work with a valued client base, ensuring adherence to fiduciary governance, and participate in managing service delivery to enhance financial performance. Ideal candidates will have substantial financial services experience and strong interpersonal skills, fostering long-term client relationships and meeting established goals.

Qualifications

• 5+ years of financial services or employee benefits experience.
• Knowledge of retirement plans and investments preferred.
• Industry designations (AIF, CPFA, NQPA) preferred.

Responsibilities

• Lead and manage client relationships for 40-80 retirement plan clients.
• Prepare internal reports and analysis on client service needs.
• Provide consultation and advice on retirement plan-related topics.

Skills

Customer Service

Analytical Skills

Communication

Attention to Detail

Education

Relevant Financial Services Degree

Tools

Microsoft Office Suite

CRM Systems

Job description

A leading company in retirement plan services is seeking a Financial Advisor specializing in retirement plans. You'll work with a valued client base, ensuring adherence to fiduciary governance, and participate in managing service delivery to enhance financial performance. Ideal candidates will have substantial financial services experience and strong interpersonal skills, fostering long-term client relationships and meeting established goals.