What are the responsibilities and job description for the Associate Retirement Plan Consultant position at Aldrich?
Job Type
Full-time
Description
At Aldrich Wealth, we're seeking an enthusiastic Associate Retirement Plan Consultant to partner with our Senior and Lead Consultants in delivering critical support and guidance to retirement plan sponsors and participants. In this role, you'll provide tailored investment advice, assist in plan design, and offer essential 401(k) education-empowering clients to achieve financial security. If you're organized, excel in a fast-paced setting, and have a talent for relationship-building and public speaking, this is an exciting opportunity to advance your career with a dedicated team!
Why Aldrich
Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.
Our holistic approach, paired with high-touch service, weaves together investment management for retirement plans, fiduciary governance, plan design consulting, and financial wellness and employee engagement. We guide our clients through today's financial and regulatory complexities to protect and grow their retirement plan assets for tomorrow.
Check out more about Aldrich at
Requirements
You'll Get a Chance To
- Track and document client activities and service in the appropriate software
- Manage all aspects of client relationships for smaller, less complex clients
- Provide basic level of financial and investment advice to clients
- Assist in preparation and participate in client meetings, ensuring that all follow-up actions are tracked and completed
- Manage relationships for smaller, less complex clients, providing basic financial and investment advice within the Aldrich Wealth framework
- Document client activities and servicing in our CRM system, ensuring accurate and timely updates
- Network with current referral professionals and build your own professional network to expand referral resources
- Provide administrative support to advisors, including scheduling, CRM data entry, and client follow-up
- Communicate directly with clients in a professional manner, handling complex information like 401(k) plans in plain language suitable for different audiences such as CFOs and CEOs
What You Bring to the Team
How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes :
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $75,000 - 85,000 per year.
For a full summary of our benefit offerings, check out Life at Aldrich here .
What You Should Know
This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 4 days per week.
To Apply
Submit your resume describing how you meet the minimum qualifications and desired attributes.
LI-HYBRID
Salary Description
75,000-85,000
Salary : $75,000 - $85,000
