Retirement Plan Associate

Grand Rapids; Grand Rapids (MI); Híbrido; USD 55.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus opportunity

401(k) profit sharing

4 weeks of paid time off

9 paid holidays

Volunteer time off

Summer hours

Phone stipend

Medical benefits with HSA

Family-oriented culture

Collaborative work environment

Strong work-life balance

Growth opportunities

Paid association memberships

Descripción de la vacante

Midwest Capital Advisors, based in Grand Rapids, MI, is seeking a proactive Retirement Plan Associate to support our defined contribution retirement plan practice. You will help manage customized 401(k) and 403(b) offerings, communicating directly with clients and meeting with advisors.

We will train, mentor, and coach you as you build retirement plan knowledge and career prospects. Growth into a lead advisory role is possible; no initial sales required.

Formación

• Bachelor's degree in finance, economics, business, or related field.
• At least one year of relevant investment and financial advisory experience, preferably involving 401(k) and/or 403(b) plans.
• Registered as an Investment Advisor Representative in Michigan or able to become registered within six months.
• Ability to clearly communicate complex financial topics.

Responsabilidades

• Coordinate plan-level and participant-level service offerings with advisers.
• Act as liaison between retirement plan clients and recordkeeper/TPA/benefit counsel.
• Handle inbound participant inquiries, enrollments, and transfers.
• Maintain retirement plan client files and CRM records.
• Attend sales presentations for new retirement plan prospects and meetings for existing clients.
• Attend and present at retirement plan enrollment meetings.
• Stay current on qualified plan market, products, and compliance.

Conocimientos

Investment advisory experience

Communication of complex topics

Attention to detail

Analytical skills

Multitasking

Tech adaptability

Entrepreneurial mindset

Educación

Bachelor's degree

Herramientas

CRM software

Financial planning software

AI tools

Descripción del empleo

Salary: $55,000.00 - $65,000.00 Annually

Application Deadline: N/A

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:

• 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

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, ormilitary status.