What are the responsibilities and job description for the Retirement Plan Consultant position at GemHarvest?
Retirement Plan Advisor
Boutique Wealth Management Firm
Dallas, TX
Successful and Growing Boutique Independent Wealth Management Firm seeks a Retirement Plan Advisor to serve as a Servicing Advisor for a growing book of business, including 401(k), 403(b), ERISA-governed plans, and other relevant plans.
The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.
Highlights
- Service significant existing book of quality client relationships, geared for further growth
- Partner with plan sponsors to deliver exceptional service, nurture and grow relationships, ensure fiduciary compliance, and optimize plan design and performance.
- Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by professional management
- Competitive compensation package including a significant base salary, profit-sharing, and benefits
Requirements
- Bachelor's Degree
- 5 years client-facing Retirement Plan Advisory experience, leading relationships
- Expertise with 401(k), 403(b), and ERISA plans
- Industry designations preferred (AIF®, CFP®, or similar)
- Drive to continuously improve and grow in a collaborative team based environment
Job Type: Full-time
Pay: $100,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
Education:
- Bachelor's (Required)
Experience:
- Financial services: 5 years (Required)
Ability to Relocate:
- Irvine, CA 92604: Relocate before starting work (Required)
Work Location: In person
Salary : $100,000 - $125,000
