Retirement Plan & Wealth Management Investment Advisor

As a Retirement Plan & Wealth Management Advisor, you will work with retirement plan participants and individual wealth management clients to recommend strategies for their retirement savings needs and financial objectives. You will also be involved in creating retirement plan education strategies and managing individual client portfolios.

Requirements

• Contributing to various team meetings
• Participating in day-to-day communication with clients and participants proactively
• Providing education support to retirement plan participants
• Ensuring the highest level of customer service and satisfaction
• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
• Answering client questions about financial plans and strategies and giving financial advice
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
• Implementing financial plans or referring clients to professionals who can help them
• Managing and updating client portfolios
• Contact clients regularly to discover changes in their financial status
• Building and maintaining your client base

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance