Retirement Plan Specialist

Retirement Plan Advisor

Boutique Wealth Management Firm

Irvine, CA

A growing boutique wealth management firm is seeking a proactive Retirement Plan Advisor to lead and deepen retirement plan relationships while helping expand a successful retirement plan practice.

What You’ll Do

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• Serve as lead relationship manager for 401(k), 403(b), ERISA-governed and other retirement plans
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• Partner with plan sponsors on fiduciary responsibilities, plan design, performance and ongoing service
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• Lead sponsor and employee education meetings, including periodic client-site visits
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• Retain and grow existing relationships and help support the launch of the firm’s PEP
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What You Bring

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• 5+ years of client-facing retirement plan advisory experience
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• Bachelor’s degree
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• Strong knowledge of 401(k), 403(b) and ERISA plans
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• AIF, CFP or similar designation preferred
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• Proactive, growth-minded and collaborative approach
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• Must be within a 45-minute commute of Irvine, CA
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What’s Offered

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• $100,000–$125,000 base + approximately 10% bonus
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• Benefits and a collaborative, growth-oriented environment
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• Irvine-based role; local proximity is important
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