Retirement Plan Consultant

Company: Burnhamgibson
Location: Irvine
Posted on: May 28, 2023

Job Description:

Burnham Gibson Wealth Advisors, LLC, is a registered investment advisory firm offering financial planning and investment advice for individuals, and retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Retirement Plan Consultant. This is primarily a service role, not sales. We'd love to hear from you if you think you'd be a fit.Responsibilities

• Develop and maintain relationships with key retirement plan sponsors (Primarily 401(k), but also 403(b), 457(b)(f), and Defined Benefit) with a focus on client satisfaction and retention
• Provide advice and support to plan fiduciaries in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan
• Lead meetings with key decision makers and drive results
• Generate client deliverables such as investment reviews and plan reviews with an extremely high emphasis on accuracy and meeting stringent deadlines
• Respond promptly to client inquiries and troubleshoot administrative issues in conjunction with the Provider and/or TPA
• Coordinate RFP's and benchmark retirement plan vendors in the areas of pricing, services, and technology. Keep up to date on competing Provider offerings
• Conduct participant education meetings and seminars, including one-on-one consultations
• Partner with the Provider and Sponsor to help ensure smooth plan conversions and troubleshoot the process
• Maintain CRM databases and files on a real time basis
• Special projects as neededQualifications
  • Minimum 5 years of relevant experience dealing with institutional retirement plans, preferably in a client facing role
  • Polished written and oral communication skills
  • Working knowledge of retirement plans and investment analytics
  • Working knowledge of RPAG investment analysis software
  • Prior experience with CRM software. Redtail a plus, but not necessary.
  • A proven track record of excellent customer service and client retention (client reference list a plus)
  • Series 65 and State Life Insurance License required
  • Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook
  • Extremely detail oriented, exceptional follow through, and reliable in all aspects
  • Bachelor's degree required (high GPA a plus.)We offer a competitive compensation and benefits package including base salary, performance bonus, 401(k) with match, comprehensive benefits, and a healthy stable working environment. Compensation commensurate with experience.To be considered, provide a copy of your cover letter and resume in PDF format tocareers@burnhamgibson.com and reference "Retirement Plan Consultant" in the subject line. Please, no calls.Burnham Gibson Wealth Advisors, LLC, is an equal opportunity employer located in Irvine, CA. BGWA.2017.2 Inquire about this position Send us an email with questions or submit your resume and cover letter to be considered for this role.

Keywords: Burnhamgibson, Irvine , Retirement Plan Consultant, Professions , Irvine, California