gemharvest executive recruitingOrange, CA
Retirement Plan Specialist
$100,000 - $125,000 per year
Apply →Retirement Plan Specialist
Retirement Plan Specialist
gemharvest executive recruitingOrange, CA
yesterday
$100,000 - $125,000 per year
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All Other
Apply for this role →Retirement Plan Advisor Boutique Wealth Management FirmIrvine, CAA growing boutique wealth management firm is seeking a proactive Retirement Plan Advisor to lead and deepen retirement plan relationships while helping expand a successful retirement plan practice.
What You'll Do:
- Serve as lead relationship manager for 401(k), 403(b), ERISA-governed and other retirement plans
- Partner with plan sponsors on fiduciary responsibilities, plan design, performance and ongoing service
- Lead sponsor and employee education meetings, including periodic client-site visits
- Retain and grow existing relationships and help support the launch of the firm's PEPWhat You Bring 5+ years of client-facing retirement plan advisory experience
- Bachelor's degree
- Strong knowledge of 401(k), 403(b) and ERISA plansAIF, CFP or similar designation preferred
- Proactive, growth-minded and collaborative approach
- What's Offered$100,000–$125,000 base + approximately 10% bonus
- Benefits and a collaborative, growth-oriented environment
- Irvine-based role; local proximity is important
Also on the board Same function, level within a rung
Level
Senior
Salary
$100,000 - $125,000 per year
Location
Orange, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday