Retirement Plan Associate - Growth Path in 401(k)/403(b)

EmergencyMD; 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

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