Senior Retirement Plan Advisor | Flexible Work & Growth

HORAN Wealth; Fort Mitchell (KY); Sur place; USD 120 000 - 160 000; Plein temps

Avantages offerts par ce poste

Competitive pay and incentive package

Professional development & designation

Health insurance and retirement plan

Résumé du poste

HORAN Wealth is seeking a Senior Retirement Plan Advisor to lead employer-sponsored retirement plans, offering fiduciary guidance, plan design, and participant outcomes improvement. You will work with business owners, CFOs, HR leaders, and plan committees to deliver strategic retirement consulting services.

The role emphasizes governance, investment review, due diligence, and collaboration with TPAs, ERISA attorneys, CPAs, and recordkeepers to optimize plan value.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 7+ years of retirement plan consulting, institutional advisory, or retirement plan relationship experience.
• Strong knowledge of ERISA, fiduciary best practices, and qualified retirement plans.
• Experience advising plan sponsors and presenting to retirement plan committees.
• Exceptional communication and presentation skills.
• Proven ability to build and maintain executive-level relationships.
• FINRA Series 65, 66, and/or 7 licenses or obtain within 90 days of hire, as applicable.

Responsabilités

• Serve as the primary advisor for a portfolio of retirement plan clients.
• Conduct fiduciary committee meetings, investment reviews, and strategic planning discussions.
• Develop trusted relationships with business owners, CFOs, HR leaders, and plan sponsors.
• Deliver proactive recommendations to improve plan effectiveness and participant outcomes.
• Assist plan sponsors in understanding and fulfilling fiduciary responsibilities under ERISA.
• Monitor investment menus and retirement plan service providers; conduct due diligence.

Connaissances

Communication skills

Executive relationships

Presentation skills

Client relationship management

Formation

Bachelor's degree in Finance/Business/Economics

Outils

FINRA Licenses (65/66/7)

Description du poste

HORAN Wealth is seeking a Senior Retirement Plan Advisor to lead employer-sponsored retirement plans, offering fiduciary guidance, plan design, and participant outcomes improvement. You will work with business owners, CFOs, HR leaders, and plan committees to deliver strategic retirement consulting services.

The role emphasizes governance, investment review, due diligence, and collaboration with TPAs, ERISA attorneys, CPAs, and recordkeepers to optimize plan value.