Rising Retirement Plan Counselor | Grow into Client Ownership

Weaver Partners, Inc.; United States; On-site; USD 60,000 - 85,000; Full time

Job summary

Weaver Partners, Inc. seeks an Associate Retirement Counselor to support small and mid-sized 401(k) plan sponsors and grow into client relationship ownership. You’ll help educate plan sponsors and assist with plan administration

You'll collaborate with plan providers, conduct annual reviews, discuss plan design and investments, and develop your expertise toward a Retirement Counselor role with full client ownership.

Qualifications

• 2+ years in financial services.
• Experience with retirement plan administration or client services is preferred.
• Understanding of 401(k) plan design, ERISA and investments.

Responsibilities

• Support and educate 401(k) plan sponsors.
• Conduct annual plan reviews and fiduciary education.
• Discuss plan design, investments and market updates.
• Assist with plan setup, enrollment and asset transfers.
• Coordinate with recordkeepers, TPAs and other providers.

Skills

401(k) design

ERISA knowledge

Client communication

Relationship building

Series 65

Job description

Weaver Partners, Inc. seeks an Associate Retirement Counselor to support small and mid-sized 401(k) plan sponsors and grow into client relationship ownership. You’ll help educate plan sponsors and assist with plan administration

You'll collaborate with plan providers, conduct annual reviews, discuss plan design and investments, and develop your expertise toward a Retirement Counselor role with full client ownership.