Retirement Plan Associate

Midwest-Capital-Advisors; Grand Rapids (MI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive total compensation

Bonus opportunity

401(k) profit sharing plan

4 weeks of paid time off

9 paid holidays

Volunteer time off

Summer hours

Phone stipend

Medical benefits with HSA contributors

Family‑oriented culture

Collaborative work environment

Strong work life balance

Rewarding career path with growth

Paid association memberships

Charitable donations/contributions

Job summary

Midwest Capital Advisors is seeking a proactive Retirement Plan Associate to support our defined contribution retirement plan practice in Grand Rapids, MI. You will work closely with advisers to manage 401(k) and 403(b) offerings, communicate with clients, and build retirement plan expertise.

You'll learn from a cohesive team, with mentorship and growth opportunities. The role emphasizes client service, plan administration, and staying current on plan products and compliance, with a

Qualifications

• Bachelor's degree in finance, economics, business, or related field required.
• At least 1 year of investment advisory experience; retirement plan exposure preferred.
• Registered as an Investment Advisor Representative in Michigan or eligible to register within 6 months.
• Strong communication of complex financial topics to clients.
• Detail-oriented with excellent problem-solving and multi-tasking abilities.

Responsibilities

• Coordinate plan-level and participant-level service offerings with advisers.
• Liaise between retirement plan clients and recordkeepers/TPA/benefit counsel.
• Handle inbound participant inquiries, enrollments, and transfers.
• Maintain retirement plan client files and CRM records.
• Attend sales presentations for new prospects and committee meetings.
• Attend enrollment meetings and present when ready; stay current on plan market and compliance.

Skills

Communication skills

Attention to detail

Analytical thinking

Time management

Learning new technologies

Education

Bachelor's degree in finance/economics/business or related field

Registered as an Investment Advisor Representative (MI)

Tools

CRM software

Financial planning software

Job description

WHO WE ARE:

Midwest Capital Advisors was founded in 2003 on a sole principle: always do what is right for the client. We are an independent, fee‑only, SEC‑registered investment advisory firm based in Grand Rapids, MI. We are a recognized, growing leader and we pride ourselves in being a transparent, independent advisory firm where people feel comfortable working with us. From working with individuals to plan for their futures to working with a company to design retirement plans to help employees achieve their retirement goals, we are on a mission to empower people to lead their best lives by helping them make informed financial decisions and are guided in our work by our core values: be real, be professional, do the right thing, and have fun. We are building a team with passion to improve the lives of our clients and having fun while we do it and we'd love for you to join us!

WHAT YOU'LL DO:

Our firm is growing, and we are searching for a proactive, reliable Retirement Plan Associate to support our defined contribution retirement plan practice. You will make an impact by helping manage customized, high value add 401(k) and 403(b) offerings for our clients. You will get the opportunity to communicate directly with clients and meet with them alongside our advisors. In this role, you will learn from a cohesive team of licensed professionals. We will train, mentor, and coach you as you build your retirement plan acumen, develop your skills, and establish a successful career. This position has the potential for growth into a lead advisory role, but does not initially involve any sales. Specifically, you will:

• Coordinate plan‑level and participant‑level service offering in conjunction with advisers


• Act as liaison between retirement plan clients and plan's Recordkeeper/TPA/Benefit Counsel


• Handle inbound participant inquiries, enrollments, and transfers


• Assist in the establishment and maintenance of retirement plan client files and CRM records


• Attend sales presentations for new retirement plan prospects and ongoing committee meetings for existing clients


• Attend (and eventually present at) retirement plan enrollment meetings


• Stay current and knowledgeable on all aspects of the qualified plan market (including products, compliance, technology, etc.)

WHAT YOU BRING:

• Bachelor's degree in finance, economics, business, or related field


• At least one (1) year of relevant investment and financial advisory experience, preferably involving 401(k) and/or 403(b) plans


• Registered as an Investment Advisor Representative in the state of Michigan or able to become registered within the first six months


• Demonstrated ability to communicate complex financial topics clearly and effectively


• Strong attention to details, analytical skills, and problem solving


• Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through


• Demonstrated ability to learn and adopt new technologies, AI tools, software platforms, and digital workflows quickly


• Entrepreneurial mindset, positive attitude, and eagerness to learn and grow

WHAT YOU'LL GET:

• Competitive total compensation


• Bonus opportunity


• 401(k) profit sharing plan


• 4 weeks of paid time off


• 9 paid holidays


• Volunteer time off


• Summer hours


• Phone stipend


• Medical benefits with HSA contributions


• Family‑oriented culture


• Collaborative work environment


• Dedication to a strong work life balance


• Rewarding career path with growth opportunities


• Paid association memberships


• Charitable donations/contributions

If you like tackling challenges and are enthusiastic about joining a fun team, we would love to hear from you!

Midwest Capital Advisors is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military status.