Retirement Advisor

Are you passionate about helping organizations navigate the complexities of retirement planning? Do you thrive in an environment that values client relationships, proactive management, and excellence in service? If so, this role is your opportunity to make an impact.

As a Retirement Advisor, you’ll manage a portfolio of institutional accounts, balancing investment management, compliance oversight, and client engagement to ensure exceptional results. Your ability to cultivate meaningful relationships and deliver comprehensive solutions will define your success in this pivotal position.

What's in it for you:

Career Growth: Gain exposure to a wide array of retirement management functions, including investments, participant accounting, and plan administration.
Client Impact: Lead strategies to support companies and their employees in achieving retirement goals.
Team Collaboration: Join a dynamic and supportive team that encourages professional development and cross-departmental cooperation.
Community Involvement: Represent the company in client engagements and community activities to expand your network.
Flexibility & Support: Operate in a professional environment that values work-life balance while fostering excellence.

This role will be responsible for:

Managing all aspects of retirement plan client relationships, ensuring satisfaction and retention.
Developing and delivering engaging presentations on plan design and investment strategies.
Overseeing investment management and compliance for client accounts.
Leading client meetings to establish and achieve goals for retirement plans and investments.
Participating in the development of sales strategies, RFPs, and client acquisition efforts.
Providing day-to-day administrative support for retirement plans, ensuring seamless operations.

Expectations will include:

Maintaining strict confidentiality and adhering to high professional standards.
Cultivating trust-based relationships with clients and stakeholders.
Staying informed about industry regulations and trends to provide expert guidance.
Proactively identifying opportunities for improving client outcomes.
Representing the company through networking, client entertainment, and community participation.

A qualified candidate will possess the following:

Bachelor’s degree and 2-5 years of experience in retirement plan/management roles.
Proven expertise in participant accounting, investments, employee education, and retirement plan administration.
Strong understanding of industry regulations and trends.
Excellent written and verbal communication skills, with the ability to present complex ideas clearly.
High attention to detail and exceptional problem-solving abilities.
Relevant industry designations or certifications (preferred but not required).
Willingness to travel as required.

Compensation: Compensation will include a base and the potential for bonus. All-in compensation expectations could be just north of $100,000 annually.

Benefits: Full

Desired Location: Tulsa, OK

This is more than just a job - it’s an opportunity to empower businesses and individuals to achieve their retirement goals while building lasting professional relationships. If you’re ready to take on this rewarding challenge, apply today!

*Candidates must be eligible to work in the US as well as meet the qualifications listed above in order to be considered for the Retirement Advisor job.