What are the responsibilities and job description for the Associate Retirement Plan Advisor position at Schneider Downs & Co., Inc.?
As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success, including: career growth, work-life flexibility, leadership that cares about your ability to succeed, the opportunity to give and receive one-on-one coaching and mentoring, as well as learning opportunities that inspire professional development. Experience them all at Schneider Downs, where we’ve been providing accounting, tax, consulting, and wealth management services through our team of innovative thought leaders for over 65 years. Start building a career with people motivated to help you succeed—and enjoy more of what counts.
WHAT YOU’LL DO
- Conduct meetings with individual retirement plan participants for the purpose of providing retirement planning advice and education
- Participate and present in retirement plan investment committee meetings
- Identify employees eligible for plan participation and facilitate the delivery of retirement plan enrollment information and instructions
- Maintain and update (as needed) retirement plan enrollment materials
- Prepare quarterly investment due diligence reports
- Generate reports and other documentation necessary for periodic retirement plan investment committee meetings
- Draft retirement plan investment committee meeting minutes
- Assist relationship managers with workload as needed to ensure standards are consistently met and maintained
- Commitment to confidentiality and security of data
WHAT YOU’LL NEED
Required:
- Bachelor’s degree in finance, Economics or related field is required
- Certified to work as an Investment Adviser Representative (Series 65 or 66)
At Schneider Downs, our culture is our identity. And it’s our culture of care that makes us unique. Even as we grow, we work hard to retain this culture to continuously promote a positive, supportive work environment through our core values: Care, Integrity, Flexibility, Respect, and Drive.
ENJOY MORE OF THE THINGS THAT MATTER MOST
- Competitive compensation
- Insurance, including health, dental, and vision, that begin on day one
- 20 days of paid time off and 13 paid holidays
- Flex Fridays and office closures for summer and winter breaks
- Parental leave, family care leave, and volunteer time
- 401(k) plans and profit sharing
- CPA exam bonus, education assistance program, and pet insurance
ABOUT SCHNEIDER DOWNS
For over 65 years, Schneider Downs has provided audit, tax, consulting, and wealth management services through our team of innovative thought leaders committed to our approach of providing Big Thinking with a Personal Focus. Our client roster includes a diverse blend of well-established national and regional businesses both publicly and privately owned – as well as not-for-profits and exciting start-ups. Regardless of industry or corporate profile, our clients receive the highest level of responsiveness, pro-activity, and personal attention to their individual needs. We call that commitment the SD Standard and it’s what makes us different.
A PLACE WHERE INCLUSIVITY COUNTS
Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics. We believe a culture of care that celebrates diversity, equity, and inclusion contributes to a better company, better client services, and a better world.
BUILD A CAREER WHERE YOUR NEEDS COUNT. APPLY NOW.
Schneider Downs does not accept unsolicited referrals for vacancies, and any unsolicited referral will become the property of Schneider Downs. Upon hire, no fee will be owed to the agency, person, or entity.
#LI-Hybrid
