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