Retirement Plan Specialist

Retirement Plan Relationship ManagerBoutique Wealth Management FirmIrvine, CAA growing boutique wealth management firm is seeking a proactive Retirement Plan Relationship Manager to lead and deepen retirement plan relationships while helping expand a successful retirement plan practice.What You’ll DoServe as lead relationship manager for 401(k), 403(b), ERISA-governed and other retirement plansPartner with plan sponsors on fiduciary responsibilities, plan design, performance and ongoing serviceLead sponsor and employee education meetings, including periodic client-site visitsRetain and grow existing relationships and help support the launch of the firm’s PEPWhat You Bring5+ years of client-facing retirement plan advisory experienceBachelor’s degreeStrong knowledge of 401(k), 403(b) and ERISA plansAIF, CFP or similar designation preferredProactive, growth-minded and collaborative approachMust be within a 45-minute commute of Irvine, CAWhat’s Offered$100,000–$125,000 base + approximately 10% bonusBenefits and a collaborative, growth-oriented environmentIrvine-based role; local proximity is important