Retirement Plan Advisor
San Francisco, CA US | Work from home flexibility TELECOMMUTE US
Job Description
RETIREMENT PLAN ADVISOR
Experience: 3+ years in Retirement Services industry (specifically with Institutional Retirement Plans)
Licensing: FINRA Series 6, 7, 65, or 66 preferred
Professional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.
Responsibilities:
- Sell consulting and fiduciary services in the retirement space
- Provide expert advice on plan governance
- Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.
- Collaborate with clients to understand their unique needs and objectives
- Build a book of business through networking, collaboration with other business units to follow up on warm leads and driving in new business
If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.
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Job Requirements
RETIREMENT PLAN ADVISOR
Qualifications:
- 3+ years of experience in the Retirement Services industry
- FINRA Series 6, 7, 65, or 66 licensing preferred
- Professional designations such as AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
- Proven track record in B2B sales within the retirement space
- Strong communication and interpersonal skills
- Desire to win!
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Meet Your Recruiter
Kristine Fornek
Senior Executive Recruiter / Market Specialist
SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates. There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career. I LOVE making those connections!
HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.