Senior Retirement Plan Advisor & Growth Lead

rkl; York (York County); On-site; USD 70,000 - 80,000; Full time

Job summary

RKL Wealth Management is seeking a Retirement Plan Advisor to partner with the wealth advisory team in delivering retirement and benefit services such as 401(k), 457 and 403(b) plans. The role focuses on due diligence, client education, and business development across the footprint to meet firm goals.

You will lead meetings, provide plan education, and work with Wealth Advisors to grow the retirement plan practice while maintaining confidentiality and professional standards.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field.
• Knowledge and experience with ERISA plans and ability to comprehend legal documentation.
• 10+ years' experience in investment or financial management with client interaction.
• Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP.
• ASPPA certified, CFP a plus.
• Experience using CRM tools.
• Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with various investment tools (e.g., Bloomberg, Charles Schwab, Tamarac).

Responsibilities

• Conduct client meetings and present retirement solutions with quarterly investment reviews.
• Research industry trends and provide information to maintain client confidence.
• Keep Wealth Advisors informed of retirement plan contents and ensure funds are replaced per due diligence reports.
• Grow the retirement plan practice by strengthening client relationships and providing education.
• Develop leads and referrals from current clients and outside contacts.
• Represent RKL Wealth Management philosophy to colleagues, clients and prospects.
• Produce client and internal reports and troubleshoot plan sponsor challenges.
• Manage quarterly due diligence report and legal documentation review.
• Communicate updates across the RKL team and develop education strategy for plans.
• Train and develop retirement plan team members.
• Maintain confidentiality of client and firm information.

Skills

Strong communication

Analytical thinking

Project management

Judgement and discretion

Networking capability

Adaptability

Client needs assessment

Education

Bachelor's degree in Finance/Accounting/Economics/Business

ERISA plan knowledge

FINRA Series 65; or 7 and 66; or CFA; or CFP

CFP a plus

Tools

CRM tools

Microsoft Office Suite

Bloomberg/Schwab/Tamarac

Job description

RKL Wealth Management is seeking a Retirement Plan Advisor to partner with the wealth advisory team in delivering retirement and benefit services such as 401(k), 457 and 403(b) plans. The role focuses on due diligence, client education, and business development across the footprint to meet firm goals.

You will lead meetings, provide plan education, and work with Wealth Advisors to grow the retirement plan practice while maintaining confidentiality and professional standards.