Senior Retirement Plan Consultant | Grow 401(k) Practice

GemHarvest Executive Recruiting; Baltimore (MD); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Performance-based upside

Job summary

Growing independent wealth management firm in the Ellicott City/Columbia area, MD seeks an experienced retirement plan professional to own and grow its retirement plan practice across 401(k), cash balance, and other employer-sponsored plans in-office.

You will lead client relationships, pursue new business, meet with prospects, present solutions, and close deals while building scalable processes for plan sponsors.

Qualifications

• 5+ years of retirement plan experience preferred.
• Strong plan sponsor and plan design knowledge.
• Proactive, entrepreneurial, client-facing approach.

Responsibilities

• Take ownership of existing retirement plan relationships while expanding the practice.
• Pursue new opportunities through existing clients, firm relationships, and outside lead sources.
• Connect with prospects, set meetings, present solutions, and close new business.
• Manage ongoing plan sponsor relationships and build scalable processes.

Skills

Retirement plan experience

Plan sponsor knowledge

Plan design knowledge

Entrepreneurial mindset

Client-facing skills

Education

Bachelor’s Degree

Job description

Growing independent wealth management firm in the Ellicott City/Columbia area, MD seeks an experienced retirement plan professional to own and grow its retirement plan practice across 401(k), cash balance, and other employer-sponsored plans in-office.

You will lead client relationships, pursue new business, meet with prospects, present solutions, and close deals while building scalable processes for plan sponsors.