Retirement Plan Advisor
Location:
Greenville, SC or possibly remote workAbout Parallel Financial:
Parallel is a boutique fee-only wealth management firm with offices in Greenville, Spartanburg, Greer, and SenecaWe provide a full offering of wealth management services to primarily business owners, retirees, and professionalsOur platform includes:
financial, retirement, and tax planning, investments, insurance, and risk managementBeing independent allows us to implement creative solutions to help solve our clients' wants, needs, and pain pointsWe also have fully embraced technology to help with scale and efficiency in delivering our solutions.
Position Overview:
Parallel Financial is seeking a Retirement Plan Advisor who will focus on the sales and relationship management of company retirement plansThis role is pivotal in helping businesses and their employees achieve their retirement goals through effective plan design, implementation, and ongoing managementThis work will be primarily for a $300MM retirement plan for a national PEO payroll companyMost of the work will be done virtually through video conferencing and phone calls.
Key
Responsibilities:
Retirement Plan Sales and Management:
Develop and implement strategies for the sale of retirement plans to businessesManage and oversee the administration of these plans, ensuring they meet client needs and regulatory requirements.
Client Relationship Management:
Build and maintain relationships with business clients, understanding their unique needs and tailoring retirement plans to suit these requirements.
Plan Design and Consultation:
Assist businesses in designing retirement plans that are both cost-effective and beneficial for their employees.
Compliance and Regulation Oversight:
Ensure all retirement plans comply with ERISA, IRS, and other relevant regulationsStay updated on legislative changes affecting retirement plans.
Employee Education and Engagement:
Conduct employee education sessions to explain the benefits and features of their retirement planEncourage participation and help employees understand their investment options.
Performance Monitoring and Reporting:
Regularly review plan performance, providing reports to business clients and making adjustments as necessary to meet plan objectives.
Cross-functional Collaboration:
Work with internal teams, including financial advisors, payroll salespersons, marketing, and client service teams, to promote retirement plan services and ensure cohesive client experiences.
Qualifications:
Bachelor's degree in Finance, Business Administration, or related fieldAdvanced certifications (e.
g.
, CFP, AIF) are highly regarded.
Minimum of 5 years of experience in retirement plan sales and management.
In-depth knowledge of retirement plan products, ERISA regulations, and investment strategies.
Proven track record in sales, business development, and client relationship management.
Strong analytical, problem-solving, and negotiation skills.
Excellent communication abilities, both verbal and written.
Proficiency in retirement plan administration software and Microsoft 365.
What We Offer:
Competitive salary with a performance-driven bonus structure.
Comprehensive benefits package, including health, dental, and retirement plans.
Opportunities for professional development and growth.
Opportunities for ongoing professional development and career advancement.
Access to industry conferences and professional networking events.
A collaborative, innovative, and inclusive work environment.
To be considered for this exceptional career opportunity, please submit your resume, cover letter, and relevant certifications to Victoria Latham:
email protected Use the reference Retirement Plan Advisor - Application in your subject lineParallel Financial is proud to be an equal opportunity employerWe value diversity and strive for inclusivity in every facet of our organization.
Recommended Skills Casualty Insurance Series 6 Investment Company And Variable Contracts License (Mutual Funds/Variable Annuities) Insurance Sales Insurance Products General Insurance Medigap Estimated Salary: $20 to $28 per hour based on qualifications.
Greenville, SC or possibly remote workAbout Parallel Financial:
Parallel is a boutique fee-only wealth management firm with offices in Greenville, Spartanburg, Greer, and SenecaWe provide a full offering of wealth management services to primarily business owners, retirees, and professionalsOur platform includes:
financial, retirement, and tax planning, investments, insurance, and risk managementBeing independent allows us to implement creative solutions to help solve our clients' wants, needs, and pain pointsWe also have fully embraced technology to help with scale and efficiency in delivering our solutions.
Position Overview:
Parallel Financial is seeking a Retirement Plan Advisor who will focus on the sales and relationship management of company retirement plansThis role is pivotal in helping businesses and their employees achieve their retirement goals through effective plan design, implementation, and ongoing managementThis work will be primarily for a $300MM retirement plan for a national PEO payroll companyMost of the work will be done virtually through video conferencing and phone calls.
Key
Responsibilities:
Retirement Plan Sales and Management:
Develop and implement strategies for the sale of retirement plans to businessesManage and oversee the administration of these plans, ensuring they meet client needs and regulatory requirements.
Client Relationship Management:
Build and maintain relationships with business clients, understanding their unique needs and tailoring retirement plans to suit these requirements.
Plan Design and Consultation:
Assist businesses in designing retirement plans that are both cost-effective and beneficial for their employees.
Compliance and Regulation Oversight:
Ensure all retirement plans comply with ERISA, IRS, and other relevant regulationsStay updated on legislative changes affecting retirement plans.
Employee Education and Engagement:
Conduct employee education sessions to explain the benefits and features of their retirement planEncourage participation and help employees understand their investment options.
Performance Monitoring and Reporting:
Regularly review plan performance, providing reports to business clients and making adjustments as necessary to meet plan objectives.
Cross-functional Collaboration:
Work with internal teams, including financial advisors, payroll salespersons, marketing, and client service teams, to promote retirement plan services and ensure cohesive client experiences.
Qualifications:
Bachelor's degree in Finance, Business Administration, or related fieldAdvanced certifications (e.
g.
, CFP, AIF) are highly regarded.
Minimum of 5 years of experience in retirement plan sales and management.
In-depth knowledge of retirement plan products, ERISA regulations, and investment strategies.
Proven track record in sales, business development, and client relationship management.
Strong analytical, problem-solving, and negotiation skills.
Excellent communication abilities, both verbal and written.
Proficiency in retirement plan administration software and Microsoft 365.
What We Offer:
Competitive salary with a performance-driven bonus structure.
Comprehensive benefits package, including health, dental, and retirement plans.
Opportunities for professional development and growth.
Opportunities for ongoing professional development and career advancement.
Access to industry conferences and professional networking events.
A collaborative, innovative, and inclusive work environment.
To be considered for this exceptional career opportunity, please submit your resume, cover letter, and relevant certifications to Victoria Latham:
email protected Use the reference Retirement Plan Advisor - Application in your subject lineParallel Financial is proud to be an equal opportunity employerWe value diversity and strive for inclusivity in every facet of our organization.
Recommended Skills Casualty Insurance Series 6 Investment Company And Variable Contracts License (Mutual Funds/Variable Annuities) Insurance Sales Insurance Products General Insurance Medigap Estimated Salary: $20 to $28 per hour based on qualifications.
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