Retirement Plan Specialist Job at GemHarvest Executive Recruiting, Orange County, CA

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  • GemHarvest Executive Recruiting
  • Orange County, CA

Job Description

Retirement Plan Advisor

Boutique Wealth Management Firm

Irvine, CA

Successful and Growing Boutique Independent Wealth Management Firm seeks a Retirement Plan Advisor to serve as a Servicing Advisor for a growing book of business, including 401(k), 403(b), ERISA-governed plans, and other relevant plans.

The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.

Highlights

  • Service significant existing book of quality client relationships, geared for further growth
  • Partner with plan sponsors to deliver exceptional service, nurture and grow relationships, ensure fiduciary compliance, and optimize plan design and performance.
  • Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by professional management
  • Competitive compensation package including a significant base salary, profit-sharing, and benefits

Requirements

  • Bachelor's Degree
  • 5+ years client-facing Retirement Plan Advisory experience, leading relationships
  • Expertise with 401(k), 403(b), and ERISA plans
  • Industry designations preferred (AIF®, CFP®, or similar)
  • Drive to continuously improve and grow in a collaborative team based environment

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