Senior Retirement Plan Strategist

HORAN Wealth; Fort Mitchell (KY); Presencial; USD 90.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive base salary

Performance incentive

Designation sponsorship

Health insurance

Work-life balance

Collaborative culture

Descripción de la vacante

HORAN Wealth, a leading boutique retirement plan advisory, seeks a Senior Retirement Plan Advisor in the United States to lead employer-sponsored plan engagements. You will guide governance, investments, participant outcomes, and plan design for a portfolio of clients.

You will build relationships with business owners, CFOs, HR leaders, and plan committees while delivering fiduciary guidance and ongoing investment monitoring.

Formación

• Bachelor's degree in Finance, Business, Economics, or related field.
• 7+ years of retirement plan consulting, institutional advisory, or retirement plan relationship management 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.

Responsabilidades

• 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 committees.
• Deliver proactive recommendations to improve plan effectiveness and participant outcomes.
• Assist plan sponsors in understanding and fulfilling their fiduciary responsibilities under ERISA.
• Monitor and evaluate investment menus and retirement plan service providers.
• Conduct investment due diligence and benchmarking reviews.
• Support the development and ongoing monitoring of Investment Policy Statements (IPS).
• Analyze plan fees and identify opportunities to improve plan value.

Conocimientos

Executive relationships

Communication

Presentation

ERISA knowledge

Educación

Bachelor's degree in Finance/Business/Economics

Herramientas

FINRA licenses 65/66/7

Descripción del empleo

HORAN Wealth, a leading boutique retirement plan advisory, seeks a Senior Retirement Plan Advisor in the United States to lead employer-sponsored plan engagements. You will guide governance, investments, participant outcomes, and plan design for a portfolio of clients.

You will build relationships with business owners, CFOs, HR leaders, and plan committees while delivering fiduciary guidance and ongoing investment monitoring.