Wealth RPS Advisor

Are you a strategic relationship builder passionate about enhancing employee benefits? Join us as a Retirement Plan Services Advisor (Business Development Officer) to drive new business and serve clients with comprehensive retirement plans.

In this role, you will develop new qualified and non-qualified retirement plan relationships, acquire clients, and provide exceptional service to existing accounts. Your expertise will help business owners implement and optimize retirement plans aligned with their goals.

• Develop a personal business plan focused on client acquisition, referrals, and relationship retention, emphasizing internal partnerships and community involvement.
• Engage business owners through consultative financial planning to understand objectives.
• Advise on plan conversions, design, amendments, and administration.
• Interpret plan documents, respond to inquiries, and conduct educational meetings.
• Build strong relationships with clients and internal teams for seamless service delivery.
• Coordinate with specialists across brokerage, mortgage, and banking services to deliver holistic solutions.

Qualifications include a bachelor’s degree, 4+ years of experience with business or affluent clients, a Series 65 license (or ability to obtain), and knowledge of investment management and retirement plans. Industry certifications and familiarity with related financial services are a plus. We value diversity and inclusion—come as you are and make an impact helping business owners provide outstanding retirement benefits.