What are the responsibilities and job description for the Relationship Manager position at Weaver Partners?
Retirement Counselor
Location: Pacific Northwest (Hybrid/Regional Travel)
Join a fast-growing retirement plan advisory firm serving small and mid-sized businesses. We are seeking experienced Retirement Counselors to manage long-term client relationships, support fiduciary retirement plan services, and deliver high-impact participant education programs.
This is a relationship-focused role ideal for professionals with deep 401(k) knowledge, strong client presence, and experience advising plan sponsors and participants. The position offers a highly stable compensation structure with significant bonus upside, strong internal support, and long-term growth potential.
What You’ll Do
- Serve as the primary relationship manager for retirement plan sponsor clients
- Guide plan sponsors on retirement plan governance, fiduciary processes, and plan design
- Support implementation activities including recordkeeper transitions, plan amendments, and investment lineup changes
- Deliver retirement education meetings and one-on-one participant sessions
- Partner with internal sales and service teams to ensure exceptional client experience
- Travel regionally to support onsite client engagement and participant education programs
- Maintain ongoing communication regarding market updates, investment strategy, and fiduciary support services
What We’re Looking For
- Bachelor’s degree required
- 5 years of experience in retirement plans, wealth management, or financial services
- Strong understanding of:
- 401(k) plan design
- ERISA and fiduciary governance
- Capital markets and retirement plan operations
- Experience presenting to groups and managing executive-level client relationships
- Ability to command a room and build long-term trust with clients
- Series 65 preferred or ability to obtain quickly
- Organized, consultative, and highly client-service oriented
Why This Opportunity
- Established and rapidly growing retirement advisory platform
- Long-term client relationships with consultative focus
- Strong internal sales support — not a cold-calling role
- Stable bonus structure with meaningful earning potential
- Excellent benefits and retirement package
- Collaborative, team-oriented environment with leadership growth opportunities
Salary : $80,000 - $120,000