Client Relationship Manager-Retirment Planning
THIS ROLE IS IN PERSON IN Fresno, CA.
Position Overview:The Relationship Manager(retirement plans) will be part of the corporate retirement plan team working with business owners and employees. Responsibilities primarily focus on new business development support and employee education.
- Leads Day-to-day plan management and issue resolution for clients through coordination with service providers in a timely and efficient manner.
- Assists with Trustee Meetings and participates in finals presentations as
- Leads employee education and enrollments in person and virtual. Provides plan investment related information and financial education to participants.
- Client management focused on communication, agreements, product development and problem resolution to guide retention.
- Coordinates plan conversion and termination
- Interfaces with service providers regarding processes and procedures and technology for plan sponsors and participants.
- Reviews client invoices and quarterly
- Assists team with training and collateral
Reports to: Director of Corporate Retirement Planning
What you bring:
- A. or B.S. degree from accredited four-year university; business major preferred.
- Series 65, CFP or CPA required.
- AIF and QKA designations preferred.
- 1-3 Years ERISA qualified retirement plan experience required.
- Commitment to acting in the clients’ best interests in a fee-only financial planning
- Respect for the confidentiality of client and corporate
- Strong financial and analytical
- Strong verbal and written communication
- An understanding of the fundamentals of investing, including the characteristics and use of various investment securities and the mechanics of securities
Why Work With Us?
You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Our comprehensive rewards package includes excellent health benefits, 401k with 3% safe harbor contribution and quarterly bonus opportunities.