Retirement Plan Associate: Growth to Lead Advisor

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

Benefits offered by this job

Competitive compensation

401(k) profit sharing

4 weeks 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

Charitable donations

Job summary

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

We provide training, mentorship, and a clear path to growth within the advisory team. You will learn from licensed professionals and develop retirement plan acumen, skills, and digital workflows, with potential to advance to a lead

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• At least one year of relevant investment and financial advisory experience.
• 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 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.

Responsibilities

• 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 retirement plan enrollment meetings and present when appropriate.
• Stay current on all aspects of the qualified plan market (products, compliance, technology).

Skills

Communication

Attention to detail

Problem solving

Multitasking

Adaptability to tech

Entrepreneurial mindset

Education

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

Investment Advisor Representative registration in MI (or within 6 months)

Job description

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

We provide training, mentorship, and a clear path to growth within the advisory team. You will learn from licensed professionals and develop retirement plan acumen, skills, and digital workflows, with potential to advance to a lead