Retirement Plan Advisor jobs in United States
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(K)Plans · 4 days ago

Retirement Plan Advisor

positionGreater St. Louis
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

(K)Plans specializes in company-sponsored retirement plans, providing expertise in financial planning. They are seeking a motivated Retirement Plan Producer to develop new clients and contribute to the firm's growth.

Financial Services

Responsibilities

Develop new retirement plan clients through networking, referrals, and targeted prospecting
Leverage personal and professional networks to generate opportunities
Support firm revenue and growth goals
Engage internal team members and community partners
Meet annual production requirements and manage compliance responsibilities

Qualification

Sales experienceFinancial services knowledgeBachelor’s degreeEntrepreneurial mindsetSelf-starter

Required

3+ years of sales experience (financial services preferred)
Bachelor's degree or equivalent experience
Highly motivated, self‑starter with an entrepreneurial mindset

Preferred

Series 65 a plus (not required)

Company

(K)Plans

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We get it. Your company sponsored retirement plan probably isn’t the first thing on your mind every day.
location
St. Louis, MO, US
people-size51-200 employees
web-link
https://www.kplansonline.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Matthew Haywood, AIF®, CFPA®
Partner
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Company data provided by crunchbase