Senior Associate/Principal Retirement Plan Advisor
Senior Associate/Principal Retirement Plan Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
The primary purpose of the Senior Associate/Principal in the Retirement Plan Advisory area is to provide advice and guidance for our Plan Sponsors and Participants we serve. The Senior Associate/Principal must be well-versed in the different dynamics of retirement plans to include but not limited to plan implementation and conversions plan design and investment strategies creating and running retirement plan committees and providing Participant education. The Senior Associate/Principal will engage maintain and improve client relationships.
Primary Responsibilities
As a Senior Associate/Principal your responsibilities would include the following activities:
Accountable to Cerity Partners clients to create monitor and implement their company retirement plan
Accountable to Retirement Plan Participants for providing financial advice and recommendations during enrollments education meetings scheduled one-on-ones and by participant hotline and email
Serve as a key primary retirement plan consultant for clients meeting all service needs and achieving high levels of retention
Serve as a secondary retirement plan consultant for selected clients
Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process
Mentor and train colleagues on best practices in company retirement plans client management and business development
Identify cross-department solutions for client needs and able to speak generally of other service offerings
Accountable to the core team with which the advisor reports; ensuring that client and team tasks are completed correctly and timely
Responsible for remaining abreast of changes to legislation impacting the retirement planning industry and staying current on innovative retirement planning topics and trends
Mastery of the technical aspects of retirement plans basic financial consulting and participant services to include enrollments and responding to participant calls and inquiries
Implementation of retirement plan strategies and competence in client relationships
Mastery of client relationships responsible for maintaining existing client relationships and bringing on new clients lead plan presentations advanced designation required
Involvement in company committees and/or firm-wide initiatives
Perform other duties as deemed necessary or as directed
Ideal Candidate:
5-10 years of industry experience
Bachelors Degree required focus in Finance/Accounting preferred.
Series 65
Preferred Qualifications: CFP JD CPFA AIF AIFA
Working knowledge of Salesforce PowerPoint Word Excel and Outlook a strong plus.
Strong interpersonal and networking skills with both external clients and internal collaboration.
Exceptional problem-solving skills and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
Ability to work under pressure with shifting deadlines and priorities.
High attention to detail and excellent communication skills in various formats (meetings emails phone calls)
Proven organizational skills within daily tasks prioritizing multiple projects and team management.
Commitment to maintaining confidentiality.
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
Staff IC
Employment Type
Full-Time
