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RKL LLP · 23 hours ago

Retirement Plan Advisor

York, PA

Full-time

Onsite

Senior Level, Lead/Staff

$70K/yr - $80K/yr

10+ years exp

RKL LLP is a firm specializing in wealth advisory services, and they are seeking a Retirement Plan Advisor to partner with their wealth advisory team. The role involves providing various retirement and benefit services, conducting client meetings, and developing client relationships to enhance the retirement plan practice.

AccountingConsultingFinancial ServicesInformation Technology

Growth Opportunities

Responsibilities

Conduct client meetings and present retirement solutions available alongside the wealth advisory team, including quarterly investment reviews

Proactively research industry trends and provide client and team members with relevant information to maintain client confidence and loyalty

Ensure Wealth Advisors are informed of what is included in a specific retirement plan and ensure funds are being replaced in accordance with the quarterly due diligence report

Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments

Conduct periodic plan review meetings with plan trustees, provide education and counseling to retirement plan participants, and work with the wealth advisory team to help grow the retirement plan practice

Develop leads, referrals from current clients and outside contacts, while increasing current accounts

Represent RKL Wealth Management process and investment philosophy to colleagues, clients and prospects

Produce various client and internal reports and trouble shoot challenges for plan sponsors

Responsible for the quarterly due diligence report and legal documentation review

Communicate across the RKL team on updates in the retirement plan arena and develop the communication and education strategy for assigned plans

Train and develop other retirement plan team members to build their expertise and ensure career success

Maintain confidentiality with external and client information as well as internal employee and firm information

Take initiative to be a team player (seek out opportunities to help others)

Treat everyone with respect; develop loyalty and trust with the team

Successfully adapt to different personalities and working styles

Proactively and effectively communicate information regarding status issues to team members

Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

Qualification

Analytical skillsERISA plans knowledgeCommunication skillsProject managementFINRA Series 65CRM tools experienceMicrosoft Office SuiteNetworking capabilitiesProblem-solving skillsAdaptabilityConfidentiality

Required

Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions

Analytical and data-driven individual with strong problem-solving skills

Solid project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment

Ability to use sound judgement and discretion regarding confidential information

Drive to complete performance targets and track record of meeting/exceeding expectations

Ability to listen to client needs and provide financial solutions, with strong networking capabilities

Ability to shift focus and adapt to change

Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field

Knowledge and experience working with ERISA plans and ability to comprehend legal documentation

10+ years' experience working in investment or financial management firm with client interaction

Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP

ASPPA certified, CFP a plus

Experience using CRM tools

Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Previous experience with various investment tools a plus (e.g. Bloomberg, Charles Schwab, Tamarac etc)

Company

RKL LLP

We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.

Founded in 1979

Lancaster, Pennsylvania, USA

501-1000 employees