Retirement Plan Advisor & Relationship Builder

R&R Wealth Management LLC; City of Pewaukee (WI); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive pay

Licensing and continuing education

Medical, dental, vision, life, and/or–

401(k) with company match

On-site fitness center & cafe

Casual dress code

Community involvement

Discounts on insurance

Job summary

R&R Wealth Management is seeking an experienced Retirement Plan Relationship Manager to advise employers on sponsored retirement plans, educate employees, and support plan operations with accuracy and compliance. The role emphasizes building trust, delivering clear guidance, and maintaining strong client partnerships.

The position focuses on educating participants, presenting enrollment meetings, and staying current with market trends while upholding confidentiality and professional standards.

Qualifications

• At least 3 years in financial services focused on qualified retirement plans

Responsibilities

• Build lasting client relationships with business owners and plan sponsors
• Evaluate retirement plans and recommend improvements for employers and participants
• Lead enrollment meetings and group presentations; meet individually with employees
• Explain plan provisions, policies, procedures, and regulatory requirements to employees
• Prepare retirement and benefits calculations, including withdrawals and deferrals
• Create enrollment materials and communications that simplify complex information

Skills

Relationship building

Financial services

Presentation skills

Communication

Analytical thinking

Education

Bachelor's degree in Finance

Tools

FINRA Series 7

FINRA Series 66

Job description

R&R Wealth Management is seeking an experienced Retirement Plan Relationship Manager to advise employers on sponsored retirement plans, educate employees, and support plan operations with accuracy and compliance. The role emphasizes building trust, delivering clear guidance, and maintaining strong client partnerships.

The position focuses on educating participants, presenting enrollment meetings, and staying current with market trends while upholding confidentiality and professional standards.