Senior Retirement Plan Consultant Job at GemHarvest Executive Recruiting, Irvine, CA

OHZPNGJibFJFYUZOdVRKWmQ1OS96NnFpclE9PQ==
  • GemHarvest Executive Recruiting
  • Irvine, CA

Job Description

Retirement Plan Advisor

Boutique Wealth Management Firm

Irvine, CA

Successful and Growing Boutique Independent Wealth Management Firm seeks a Retirement Plan Advisor to serve as a Servicing Advisor for a growing book of business, including 401(k), 403(b), ERISA-governed plans, and other relevant plans.

The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.

Highlights

  • Service significant existing book of quality client relationships, geared for further growth
  • Partner with plan sponsors to deliver exceptional service, nurture and grow relationships, ensure fiduciary compliance, and optimize plan design and performance.
  • Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by professional management
  • Competitive compensation package including a significant base salary, profit-sharing, and benefits

Requirements

  • Bachelor's Degree
  • 5+ years client-facing Retirement Plan Advisory experience, leading relationships
  • Expertise with 401(k), 403(b), and ERISA plans
  • Industry designations preferred (AIF®, CFP®, or similar)
  • Drive to continuously improve and grow in a collaborative team based environment

Job Tags

Similar Jobs

Ryder

Claims Representative I - REMOTE Job at Ryder

 ...( SUMMARY This position handles small to medium 3rd party property damage and cargo claims under Ryder's self-insured, self-administered liability program. ESSENTIAL FUNCTIONS Investigates, evaluate and resolves low to medium exposure 3rd party property... 

NAG Marine

Marketing Specialist Job at NAG Marine

 ...and entrepreneurial spirit. Our core business is focused on delivering automation products and services to Department of Defense/US Navy and commercial shipboard applications. We are looking for an ambitious Marketing Specialist to optimize and execute a well-rounded... 

Carters Inc.

Sales Associate Job at Carters Inc.

 ...make us different. Whats not to love? Benefits We Love Schedules that fit your life. Our hours of operation allow you to balance work and personal activities - whether you have class, enjoy a morning workout, or manage carpool. Benefits and perks that make life... 

MARYHAVEN,INC

Patient Care Assistant (3rd shift) Job at MARYHAVEN,INC

 ...Patient Care Assistant (PCA), the PCA will assist in maintaining the therapeutic environment and safety of the housing unit. The PCA will work in collaboration with both the medical and clinical staff in providing the most effective and supportive treatment to all clients... 

Honda Cars of Aiken

Xpress Lube Technician Honda Cars of Aiken Job at Honda Cars of Aiken

 ...able to tolerate working in hot and cold weather Must be able to kneel, bend, twist Must be able to lift up to 50 without assistance We offer a competitive compensation package which includes benefits such as: ~ Paid Time off and Holidays ~401k Plan with...