Retirement Plan Specialist

GemHarvest Executive Recruiting; Irvine (CA); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Base salary + bonus

Benefits

Irvine on-site

Job summary

GemHarvest Executive Recruiting partners with a growing boutique wealth management firm to seek a proactive Retirement Plan Advisor to lead and deepen retirement plan relationships in Irvine.

You will manage 401(k), 403(b), ERISA plans, educate sponsors and employees, and support launch of the firm’s PEP while expanding client base. This on-site role requires 5+ years of client-facing experience and a collaborative, growth-minded approach.

Qualifications

• 5+ years of client-facing retirement plan advisory experience.
• Strong knowledge of 401(k), 403(b) and ERISA plans.
• Proactive, growth-minded and collaborative approach.

Responsibilities

• Serve as lead relationship manager for 401(k), 403(b), ERISA-governed and other retirement plans.
• Partner with plan sponsors on fiduciary responsibilities, plan design, performance and ongoing service.
• Lead sponsor and employee education meetings, including periodic client-site visits.
• Retain and grow existing relationships and help support the launch of the firm’s PEP.

Skills

Retirement plan advisory

Client-facing

ERISA knowledge

Job description

A growing boutique wealth management firm is seeking a proactive Retirement Plan Advisor to lead and deepen retirement plan relationships while helping expand a successful retirement plan practice.

What You’ll Do

• Serve as lead relationship manager for 401(k), 403(b), ERISA-governed and other retirement plans
• Partner with plan sponsors on fiduciary responsibilities, plan design, performance and ongoing service
• Lead sponsor and employee education meetings, including periodic client-site visits
• Retain and grow existing relationships and help support the launch of the firm’s PEP

What You Bring

• 5+ years of client-facing retirement plan advisory experience
• Strong knowledge of 401(k), 403(b) and ERISA plans
• Proactive, growth-minded and collaborative approach

What’s Offered

• $100,000–$125,000 base + approximately 10% bonus
• Benefits and a collaborative, growth-oriented environment
• Irvine-based role; local proximity is important