Retirement Client Advisor

Job Summary

Generating new business opportunities, the full-time remote Retirement Client Advisor will manage a customer portfolio, serve as the primary contact for clients, and deliver exceptional service while building strong relationships.

Key responsibilities

• Manage a portfolio of clients and conduct regular investment reviews and consultations
• Educate clients on market conditions, investment strategies, and regulatory changes affecting their plans
• Collaborate with internal teams to develop and communicate tailored investment recommendations

Required qualifications

• Bachelor's Degree in Business Administration, Finance, or related field, or equivalent work experience
• 5-7 years of experience in the financial services industry, with at least 3 years in a sales role
• Broad knowledge of financial markets, asset allocation principles, and investment products
• Experience with defined contribution retirement plans and understanding of ERISA, DOL, and IRS regulations
• Certifications such as CFA, CIMA, QPFC, or CFP are a plus