PEG Staffing & Recruiting ยท 1 day ago
Financial Advisor Retirement Consultant
Greater St. Louis
Full-time
Onsite
Senior Level
$100K/yr - $150K/yr
7+ years expPEG Staffing & Recruiting is seeking an experienced Financial Advisor Retirement Consultant to support sales and growth initiatives for retirement plan services. The role involves partnering with financial advisors to identify opportunities, assist with client prospecting, and help close new business, while also providing education on retirement plan options.
ConsultingHuman Resources
Hiring Manager
Briana Haney
Responsibilities
Build and maintain strong relationships with financial advisors, third-party administrators (TPAs), recordkeepers, and wholesalers to generate and close new business
Educate advisors on retirement plan offerings, prospecting strategies, and best practices for positioning retirement plan solutions
Participate in client meetings and consultations to help position and sell retirement plan services
Use a consultative approach to assess business needs and recommend appropriate retirement plan structures
Stay current on retirement plan products, tools, industry trends, and regulatory requirements
Prepare and present proposals, marketing materials, and solution comparisons
Host meetings, coordinate with external professionals, and present at advisor/client-facing events
Conduct occasional client visits and support business development activities (travel up to 25%)
Qualification
Required
Proven ability to build trusted relationships and communicate effectively with financial professionals
Strong understanding of retirement plan types and strategies, including: 401(k) plans, Cash Balance plans, Non-Qualified plans
Knowledge of retirement plan regulations and compliance requirements
Self-starter mentality with a strong track record of producing results independently
Bachelor's degree required (or equivalent professional experience)
7+ years of related industry experience
FINRA Series 7 license required
Benefits
Full benefits package
Garage parking compensation
Company
PEG Staffing & Recruiting
PEG is a woman-owned, international staffing and recruiting agency based in St.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase