2 Retirement Plan Advisor Jobs in Orange, CA
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CPS is Hiring a Retirement Plan Advisor Near Orange, CA
Retirement Plan Advisor
Leading Retirement Provider
Southern California
The Retirement Plan Advisor is the strategic consultant for institutional retirement plan clients. The position is responsible for the overall retention and proactive client satisfaction.
Responsibilities
- Consult with plan sponsors to ensure client satisfaction and drive key results.
- Lead high level client meetings that include annual plan, investment, and fiduciary reviews.
- Provide key insights on plan design, industry trends, legislation, funding, etc.
- Facilitate and lead participant meetings including one-on-one to driving plan participation.
- Work with clients on RFP’s and benchmark vendors.
- Collaborate internally with other team members to meet deliverables and provide exceptional client service
Preferred Qualifications
- Previous experience consulting in person with institutional retirement plan sponsors
- Bachelor’s degree or equivalent from accredited institution
- FINRA 7, 66, and Life license
Orange County, CA
Base 90 110k plus bonus
Job Summary
Full Time
Retail
$68k-98k (estimate)
02/29/2024
05/11/2024
BELLEFONTE, PA
50 - 100
2015
TIMOTHY EDKIN
<$5M
Retail
Related Companies
The following is the career advancement route for Retirement Plan Advisor positions, which can be used as a reference in future career path planning. As a Retirement Plan Advisor, it can be promoted into senior positions as an Enrollment & Billing Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Retirement Plan Advisor. You can explore the career advancement for a Retirement Plan Advisor below and select your interested title to get hiring information.
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