Senior Retirement Plan Advisor | Growth & Partnerships (Hybrid)

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

Benefits offered by this job

Medical, dental, and vision coverage

PTO 18 days first year

Company retirement plan

Job summary

Correct Capital Wealth Management, LLC in St. Louis, MO seeks a Retirement Plan Wealth Advisor to drive new business by selling group retirement plan solutions to businesses, non-profits, and institutions.

You will leverage your DC retirement space expertise and strong client relationships. Responsibilities include developing strategy with clients, onboarding, plan design review, fiduciary guidance, and ensuring regulatory compliance.

Qualifications

• FINRA Series 65 license required (or Series 7 and 66).
• Bachelor's degree preferred.
• 4+ years of retirement plan sales, financial services, or a related field.
• Retirement industry experience; strong knowledge of ERISA, fiduciary standards, and regulatory compliance.
• Existing network of contacts within business and institutional markets preferred.
• Strong verbal and written communication skills with professional presentation ability.
• Proactive, collaborative team orientation.
• Experience with RPAG, Redtail CRM, shared drives, and retirement plan technology resources.

Responsibilities

• Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
• Acquire new retirement plan relationships.
• Consult with organizations to assess retirement plan needs and present tailored solutions that align with fiduciary obligations and business objectives.
• Negotiate and close new business opportunities while adhering to compliance and fiduciary standards.
• Maintain an active pipeline and track sales performance metrics using CRM tools to drive growth.
• Foster collaboration across advisor teams to support sales effort and deliver seamless client experience.

Skills

Verbal and written communication

Relationship building

Proactive

Collaborative team orientation

Presentation skills

Education

Bachelor's degree preferred

Tools

RPAG

Redtail CRM

Shared drives

Job description

Correct Capital Wealth Management, LLC in St. Louis, MO seeks a Retirement Plan Wealth Advisor to drive new business by selling group retirement plan solutions to businesses, non-profits, and institutions.

You will leverage your DC retirement space expertise and strong client relationships. Responsibilities include developing strategy with clients, onboarding, plan design review, fiduciary guidance, and ensuring regulatory compliance.