Strategic Retirement Plan Advisor

RKL Wealth Mgmt LLC; York (York County); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) with employer match

Paid time off

Flexible spending accounts

Disability insurance

Job summary

RKL Wealth Management is seeking a Retirement Plan Advisor to partner with the wealth advisory team in delivering retirement and benefit services (401k, 457, 403B, Cash Balance, Investment Management). You will lead due diligence, plan reviews, and educate trustees and participants.

You will research industry trends, develop referrals, and help grow the retirement plan practice while maintaining strict confidentiality and client trust. Travel to client sites may be required.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business or related field.
• 10+ years of investment or financial management firm experience with client interaction.
• FINRA license/credentials: 65 or 7/66 or CFA or CFP; active within last two years.

Responsibilities

• Lead retirement plan due diligence and quarterly reviews with the wealth advisory team.
• Present retirement solutions and educate plan sponsors and participants.
• Develop leads and referrals to grow the retirement plan practice.
• Maintain confidentiality of client and firm information.

Skills

Communication skills

Analytical thinking

Project management

Confidential info handling

Target-driven

Client needs understanding

Adaptability

Education

Bachelor’s degree in Finance, Accounting, Economics, Business or related field

Knowledge of ERISA plans

10+ years in investment/financial management with client interaction

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

Tools

CRM tools

Microsoft Office Suite

Bloomberg

Charles 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 (401k, 457, 403B, Cash Balance, Investment Management). You will lead due diligence, plan reviews, and educate trustees and participants.

You will research industry trends, develop referrals, and help grow the retirement plan practice while maintaining strict confidentiality and client trust. Travel to client sites may be required.