Retirement Plan Growth Advisor (DC Plans)

Correct Capital Wealth Management; St. Louis (MO); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

PTO

401(k) matching

Life insurance

Disability insurance

Profit sharing

Job summary

Correct Capital Wealth Management in St. Louis, MO is seeking an experienced Retirement Plan Wealth Advisor to grow our DC retirement plan business with plan sponsors, institutions, and nonprofits. In-office preferred, hybrid considered.

You will leverage a solid network, fiduciary knowledge, and consultative selling to expand client relationships, design plan solutions, and guide onboarding, with a collaborative team and competitive incentives.

Qualifications

• FINRA Series 65 license required (or Series 7/66). Bachelor’s degree preferred.
• 4+ years of experience in retirement plan sales or related field.
• Deep knowledge of ERISA, fiduciary standards, and regulatory compliance.
• Existing network in business and institutional markets preferred.
• Strong verbal and written communication with professional presentation ability.

Responsibilities

• Proactively identify and engage prospective clients to acquire new retirement plan relationships.
• Consult with organizations to assess retirement plan needs and tailor solutions.
• Negotiate and close new business opportunities while ensuring fiduciary compliance.
• Maintain an active pipeline and track sales metrics using CRM tools.
• Collaborate with Correct Capital advisor teams to support sales and client experience.
• Provide fiduciary education and plan benchmarking as required.

Skills

Retirement plan sales

FINRA 65

ERISA knowledge

Industry networking

CRM experience

Education

Bachelor's degree

Tools

RPAG

Redtail CRM

Shared drives

Job description

Correct Capital Wealth Management in St. Louis, MO is seeking an experienced Retirement Plan Wealth Advisor to grow our DC retirement plan business with plan sponsors, institutions, and nonprofits. In-office preferred, hybrid considered.

You will leverage a solid network, fiduciary knowledge, and consultative selling to expand client relationships, design plan solutions, and guide onboarding, with a collaborative team and competitive incentives.